|
⚲
|
| Ward & Associates
✚
|
|
|---|---|
| CRD # | 107878 |
| SEC # | 801-55927 |
| CIK # | |
| AUM | $187.2 M (2026-06-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 858-759-5330 |
| Address | 3525 del Mar Heights Road San Diego, CA 92130 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 1.8 |
| (b) Individuals (high net worth individuals) | 40 | 178.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.5 |
| (h) Charitable organizations | 3 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 55 | 187.2 |
| By Discretionary | ||
| Discretionary | 49 | 175.8 |
| Non-Discretionary | 6 | 11.4 |
| Total | 55 | 187.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 187.2 | |
| Total | 55 | 187.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Redstone Wealth Management LLC
✚
|
OK | 0.2 |
|
Colman Knight Advisory Group LLC
✚
|
MA | 0.2 |
|
SFG Wealth Advisors LLC
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|
FL | 0.2 |
|
Finarc Investments Inc
✚
|
MA | 0.2 |
|
CFC Planning Company LLC
✚
|
IN | 0.2 |
|
ERISA Advisers Inc
✚
|
TN | 0.2 |
|
Fjell Capital LLC
✚
|
ND | 0.2 |
|
Public Equity Partners LLC
✚
|
0.2 | |
|
Dutch Asset Corporation
✚
|
NY | 0.2 |
|
David P Gilliam & Associates Inc
✚
|
IN | 0.2 |