Overview
Assets Under Management: $173 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
WFA OF SAN DIEGO, 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 #307404), WFA OF SAN DIEGO, LLC is subject to fiduciary duty under federal law.
WFA OF SAN DIEGO, LLC is headquartered in SAN DIEGO, CA.
WFA OF SAN DIEGO, LLC serves 61 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, WFA OF SAN DIEGO, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
WFA OF SAN DIEGO, LLC manages $173 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, WFA OF SAN DIEGO, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 377
Discretionary Accounts: 322
Non-Discretionary Accounts: 55
Regulatory Filings
CRD Number: 307404
Last Filing Date: 2025-02-06 00:00:00
Website: https://wfasandiego.com