PATHLIGHT WEALTH MANAGEMENT
San Diego, CA
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
858-436-1340
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
192 advisers found
STACK ASSET MANAGEMENT
San Diego, CA
AUM
$20.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
619-231-3150
COPIA WEALTH MANAGEMENT ADVISORS, INC.
San Diego, CA
AUM
$19.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
619-640-2622
LIGHTCAP FINANCIAL GROUP, LLC
San Diego, CA
AUM
$18.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
858-402-0993
WEALTHETIC LLC
San Diego, CA
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(858) 750-1618
SANTA FE' WEALTH MANAGEMENT
San Diego, CA
AUM
$13.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
619-977-5223
KALO CAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$5.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
732-860-5256
JLE WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$4.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
858-935-6041
YIELD GROWTH ADVISORS
San Diego, CA
AUM
$4.8M
Wealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
619-629-0072
THRIVE PORTFOLIOS
San Diego, CA
AUM
$2.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(858) 208-0405
ENCOMPASS FINANCIAL SERVICES
San Diego, CA
AUM
$2.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
858-848-4844
EVOLUTION GLOBAL ADVISORS, LLC
San Diego, CA
AUM
$2.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
760-459-1550
PEELLE WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$1.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
619-275-5040
ELITE WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$1.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
858-372-2762
ANDREW ARROYO INVESTMENTS, LLC
San Diego, CA
AUM
$500K
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
619-224-3863
SOCIALTRADER
San Diego, CA
AUM
$73K
Financial PlanningWealth MgmtTrusts & Estates
Team
4 employees
Clients
26-50
Fees
Percentage of AUM · Subscription fees +1 more
2097328731
ADVICE ONLY
San Diego, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(619) 374- 2261
BENCHMARK ADVISORY SERVICES, LLC
San Diego, CA
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-535-6981
DAVID THOMAS,CPA,ESQ., PC
San Diego, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
619-821-7757
DL WEALTH MANAGEMENT GROUP
San Diego, CA
AUM
—
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
858-875-5838
FELSPAR FINANCIAL
San Diego, CA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(619) 356-1369
FINANCIAL PLANNING CONSULTANTS
San Diego, CA
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
619-291-7974