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WEALTH ANALYTICS PARTNERS, LLC
CRD 140115 · SEC 801-66566
12730 HIGH BLUFF DR, SUITE 260, SAN DIEGO, CA, 92130, United States
Phone
858-794-2100
Fax
858-794-2109
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$316.0M
Discretionary AUM
$316.0M
Team
6 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $33.9M |
| High net worth individuals | 88 | $272.4M |
| Pension/profit sharing plans | 1 | $5.2M |
| Charitable organizations | 2 | $4.5M |
States served
AZ, CA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD