Merrithew & Thorsten, Inc.
● SEC registered since 2021CRD 133563SEC# 801-121274San Diego, CA
Reg. AUM
$155M
Employees
2
Accounts
372
Location
San Diego, CA
Merrithew & Thorsten, Inc. assets under management
Merrithew & Thorsten, Inc. is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2021. It reports $155 million in regulatory assets under management and employs 2 people.
Merrithew & Thorsten, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Eric Thorsten Control | Ceo/Chief Compliance Officer | 50-75% | 2001 |
| Leslie Robert Merrithew Control | Cfo | 50-75% | 2001 |
Frequently asked questions
How much does Merrithew & Thorsten, Inc. manage?
Merrithew & Thorsten, Inc. reports $155 million in regulatory assets under management on its Form ADV.
How many employees does Merrithew & Thorsten, Inc. have?
Merrithew & Thorsten, Inc. reports 2 employees.
Where is Merrithew & Thorsten, Inc. located?
Merrithew & Thorsten, Inc. is based in San Diego, CA and has been SEC-registered since 2021.
Does Merrithew & Thorsten, Inc. disclose fund performance?
Merrithew & Thorsten, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9820 Willow Creek Road, Suite 200, San Diego, CA 92131 |
| Phone | 858-547-1845 |
| Fax | 858-547-4691 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155M▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$155Mregulatory AUM
Discretionary $155M