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WFA OF SAN DIEGO
WFA OF SAN DIEGO, LLC
CRD 307404 · SEC 801-118131
2251 SAN DIEGO AVE, SUITE B-257, SAN DIEGO, CA, 92110, United States
Phone
(619) 491-0225
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.9M
Discretionary AUM
$176.7M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; FINANCIAL PLANNNING FEE
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $37.2M |
| High net worth individuals | 88 | $165.0M |
| Pension/profit sharing plans | 1 | $662K |
| Charitable organizations | 2 | $4.0M |
States served
CA, CO, IL, NC, OH, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD