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Torrey-Payne Wealth Management, LLC

● SEC registered since 2025CRD 336703SEC# 801-133740Pasadena, CA
Export (members)
Reg. AUM
$184.8M
Employees
2
Accounts
409
Location
Pasadena, CA

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
NameTitleOwnershipSince
Jason Allan Torrey-Payne ControlOwner & CcoOver 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

Address32 S Raymond Ave, Ste 2, Pasadena, CA 91105
Phone626-657-3451
Office hours7-4
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$184.8M▲ 2%
Oct '25 — $180.3MNov '25 — $180.3MDec '25 — $180.3MJan '26 — $180.3MFeb '26 — $180.3MMar '26 — $184.8MApr '26 — $184.8MMay '26 — $184.8MJun '26 — $184.8M
Oct '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$184.8Mregulatory AUM
Discretionary $184.8M