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SATORI WEALTH MANAGEMENT, INC.
CRD 287979
4660 LA JOLLA VILLAGE DRIVE, SUITE 100, SAN DIEGO, CA, 92122-4604, United States
Phone
(619) 305-0553
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$74.7M
Discretionary AUM
$74.6M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $11.3M |
| High net worth individuals | 19 | $61.7M |
All web addresses on file
Official SEC filing: View on IAPD