Overview
Assets Under Management: $185 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 58
Average Client Assets: $1.8 million
Frequently Asked Questions
TORREY-PAYNE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336703), TORREY-PAYNE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
TORREY-PAYNE WEALTH MANAGEMENT is headquartered in PASADENA, CA.
TORREY-PAYNE WEALTH MANAGEMENT serves 58 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, TORREY-PAYNE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TORREY-PAYNE WEALTH MANAGEMENT manages $185 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, TORREY-PAYNE WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.24%
Average Client Assets: $1.8 million
Total Client Accounts: 409
Discretionary Accounts: 409
Regulatory Filings
CRD Number: 336703
Filing ID: 2066599
Last Filing Date: 2026-03-06 12:25:55