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TORREY-PAYNE WEALTH MANAGEMENT
TORREY-PAYNE WEALTH MANAGEMENT, LLC
CRD 336703 · SEC 801-133740
32 S RAYMOND AVE, STE 2, PASADENA, CA, 91105, United States
Phone
626-657-3451
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.8M
Discretionary AUM
$184.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $79.0M |
| High net worth individuals | 58 | $105.7M |
States served
AZ, CA, ID, NV, TX
All web addresses on file
Official SEC filing: View on IAPD