Torrey Wealth, LLC
● SEC registered since 2022CRD 310688SEC# 801-124794San Diego, CA
Reg. AUM
$176.7M
Employees
1
Accounts
258
Location
San Diego, CA
Torrey Wealth, LLC assets under management
Torrey Wealth, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2022. It reports $176.7 million in regulatory assets under management and employs 1 people.
Torrey Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Tannehill Leuffen Control | Chief Compliance Officer And Managing Member | Over 75% | 2020 |
Frequently asked questions
How much does Torrey Wealth, LLC manage?
Torrey Wealth, LLC reports $176.7 million in regulatory assets under management on its Form ADV.
How many employees does Torrey Wealth, LLC have?
Torrey Wealth, LLC reports 1 employees.
Where is Torrey Wealth, LLC located?
Torrey Wealth, LLC is based in San Diego, CA and has been SEC-registered since 2022.
Does Torrey Wealth, LLC disclose fund performance?
Torrey Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4660 la Jolla Village Dr, Suite 100, San Diego, CA 92122 |
| Phone | 858-732-5300 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$176.7Mregulatory AUM
Discretionary $176.7M