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| Torrey-Payne Wealth Management LLC
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|---|---|
| CRD # | 336703 |
| SEC # | 801-133740 |
| CIK # | 0002112151 |
| AUM | 184.8 M (2026-03-06) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 626-657-3451 |
| Address | 32 S Raymond Ave Pasadena, CA 91105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.5 | ||
| Nvidia Corp | 2.9 | ||
| SPDR Gold Trust | 1.1 | ||
| Walt Disney Co | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| Rockwell Automation Inc | 0.8 | ||
| Home Depot Inc | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 179 | 79.0 |
| (b) Individuals (high net worth individuals) | 58 | 105.7 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 184.8 |
| By Discretionary | ||
| Discretionary | 409 | 184.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 409 | 184.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.8 | |
| Total | 409 | 184.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112151] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NJ | 185.4 M |
|
Meadowbrook Investment Advisors LLC
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MI | 185.2 M |
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NJ | 184.8 M |
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Reach Wealth Management LLC
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|
Greenway Wealth Advisors LLC
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NC | 184.5 M |
|
Storgate LLC
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184.5 M | |
|
Selkirk Wealth Advisors LLC
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WA | 184.4 M |
|
XO Capital LLC
✚
|
184.4 M | |
|
Longevity Capital Management LLC
✚
|
CA | 184.2 M |
|
Cooper Financial Services Inc
✚
|
CT | 184.1 M |