Torrey-Payne Wealth Management, LLC
● SEC registered since 2025CRD 336703SEC# 801-133740Pasadena, CA
Reg. AUM
$184.8M
Employees
2
Accounts
409
Location
Pasadena, CA
About Torrey-Payne Wealth Management
Torrey-Payne Wealth Management helps clients make complicated financial decisions easier to understand and manage. Its private wealth advisory work centers on informed planning and investment guidance tailored to each client's journey.
Summary based on the firm’s website.
Torrey-Payne Wealth Management, LLC assets under management
Torrey-Payne Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Pasadena, CA. The firm has been registered since 2025. It reports $184.8 million in regulatory assets under management and employs 2 people.
Torrey-Payne Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Allan Torrey-Payne Control | Owner & Cco | Over 75% | 2025 |
Frequently asked questions
How much does Torrey-Payne Wealth Management, LLC manage?
Torrey-Payne Wealth Management, LLC reports $184.8 million in regulatory assets under management on its Form ADV.
How many employees does Torrey-Payne Wealth Management, LLC have?
Torrey-Payne Wealth Management, LLC reports 2 employees.
Where is Torrey-Payne Wealth Management, LLC located?
Torrey-Payne Wealth Management, LLC is based in Pasadena, CA and has been SEC-registered since 2025.
Does Torrey-Payne Wealth Management, LLC disclose fund performance?
Torrey-Payne Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 32 S Raymond Ave, Ste 2, Pasadena, CA 91105 |
| Phone | 626-657-3451 |
| Office hours | 7-4 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.8M▲ 2%
Oct '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$184.8Mregulatory AUM
Discretionary $184.8M