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| Keyboard |
| Torrey Wealth LLC
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|---|---|
| CRD # | 310688 |
| SEC # | 801-124794 |
| CIK # | |
| AUM | 176.7 M (2026-03-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 858-732-5300 |
| Address | 4660 La Jolla Village Dr San Diego, CA 92122 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 4.1 |
| (b) Individuals (high net worth individuals) | 67 | 172.7 |
| (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 | 258 | 176.7 |
| By Discretionary | ||
| Discretionary | 258 | 176.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 258 | 176.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.7 | |
| Total | 258 | 176.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Retail |
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|---|---|---|
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Ladd Capital Management LLC
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Pointer Financial Advisors LLC
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MD | 176.4 M |
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Corbett Road Capital Management LLC
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VA | 176.3 M |
|
Jim Mackay Financial Planning LLC
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MO | 176.0 M |
|
Mallini Complete Financial Planning LLC
✚
|
FL | 176.0 M |