Overview
Assets Under Management: $127 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
TORREY WEALTH, LLC 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 #310688), TORREY WEALTH, LLC is subject to fiduciary duty under federal law.
TORREY WEALTH, LLC is headquartered in SAN DIEGO, CA.
TORREY WEALTH, LLC serves 65 high-net-worth clients according to their SEC filing dated February 29, 2024. View client details ↓
According to their SEC Form ADV, TORREY WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TORREY WEALTH, LLC manages $127 million in client assets according to their SEC filing dated February 29, 2024.
According to their SEC Form ADV, TORREY WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 212
Discretionary Accounts: 208
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 310688
Last Filing Date: 2024-02-29 00:00:00
Website: https://torreywealth.com