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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Torrey Wealth LLC
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|---|---|
| CRD # | 310688 |
| SEC # | 801-124794 |
| CIK # | |
| AUM | $153.1 M (2025-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 858-732-5300 |
| Address | 4660 La Jolla Village Dr San Diego, CA 92122 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 4.3 |
| (b) Individuals (high net worth individuals) | 65 | 140.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 6.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 153.1 |
| By Discretionary | ||
| Discretionary | 246 | 153.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 246 | 153.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.1 | |
| Total | 246 | 153.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Dimensions Wealth Management LLC
✚
|
TX | 0.2 |
|
Curat Global LLC
✚
|
0.2 | |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 0.2 |
|
Old Oak Financial Planning Inc
✚
|
MI | 0.2 |
|
Retirement Financial Group LLC
✚
|
TX | 0.2 |
|
Wincap Financial LLC
✚
|
MA | 0.2 |
|
OFC Financial Planning LLC
✚
|
0.2 | |
|
Taylor Securities Services Inc
✚
|
PA | 0.2 |
|
Comima LLC
✚
|
0.2 | |
|
Aspetuck Financial Management LLC
✚
|
CT | 0.2 |