Wealth Analytics Partners, LLC
● SEC registered since 2006CRD 140115SEC# 801-66566San Diego, CA
Reg. AUM
$316M
Employees
6
Accounts
494
Location
San Diego, CA
Wealth Analytics Partners, LLC assets under management
Wealth Analytics Partners, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2006. It reports $316 million in regulatory assets under management and employs 6 people.
Wealth Analytics Partners, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeff Walter Poole Control | Chief Compliance Officer | Under 5% | 2019 |
| Troy Brinckley Daum Control | Principal | Under 5% | 2006 |
| Wealth Analytics Consulting, LLC | Owner | 25-50% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealth Analytics Partners, LLC manage?
Wealth Analytics Partners, LLC reports $316 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Analytics Partners, LLC have?
Wealth Analytics Partners, LLC reports 6 employees.
Where is Wealth Analytics Partners, LLC located?
Wealth Analytics Partners, LLC is based in San Diego, CA and has been SEC-registered since 2006.
Does Wealth Analytics Partners, LLC disclose fund performance?
Wealth Analytics Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12526 High Bluff Dr., Suite 238, San Diego, CA 92130 |
| Phone | 858-794-2100 |
| Fax | 858-794-2109 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$316M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$316Mregulatory AUM
Discretionary $316M