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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sorrento Pacific Financial LLC
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|---|---|
| CRD # | 127787 |
| SEC # | 801-70354 |
| CIK # | 0001926456 |
| AUM | $222.3 M (2025-05-27) |
| Employees | 248 (12% Investors, 54% Brokers) |
| Phone | 800-686-4724 |
| Address | 10150 Meanley Drive San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 720 | 158.3 |
| (b) Individuals (high net worth individuals) | 33 | 59.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 4.7 |
| (n) Other | 0 | 0.0 |
| Total | 924 | 222.3 |
| By Discretionary | ||
| Discretionary | 697 | 149.0 |
| Non-Discretionary | 227 | 73.3 |
| Total | 924 | 222.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.3 | |
| Total | 924 | 222.3 |
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|---|---|---|
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MD | 0.2 |
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TX | 0.2 |
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Peterson Wealth Management LLC
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|
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WA | 0.2 |
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Andrew Hill Investment Advisors Inc
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FL | 0.2 |
|
Estate & Trust Advisors Inc
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IL | 0.2 |
|
Portland Private Wealth Management Inc
✚
|
OR | 0.2 |