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TORREY WEALTH, LLC

CRD 310688 · SEC 801-124794

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4660 LA JOLLA VILLAGE DR, SUITE 100, SAN DIEGO, CA, 92122, United States

Phone

858-732-5300

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$176.7M

Discretionary AUM

$176.7M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals10$4.1M
High net worth individuals67$172.7M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD