Western Financial Corporation
● SEC registered since 2020CRD 6118SEC# 801-117841San Diego, CA
Reg. AUM
$309.2M
Employees
6
Accounts
398
Location
San Diego, CA
Western Financial Corporation assets under management
Western Financial Corporation operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2020. It reports $309.2 million in regulatory assets under management and employs 6 people.
Western Financial Corporation owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard S. Levenson Trust U/A 12/02/2014 Control | Shareholder | Over 75% | 2015 |
| Richard Steven Levenson Control | President, Ceo, Cco & Cio (since 12/2016), Trustee Of The Richard S. Levenson Trust U/A 12/02/2014 (since 04/2015) | Under 5% | 2016 |
Frequently asked questions
How much does Western Financial Corporation manage?
Western Financial Corporation reports $309.2 million in regulatory assets under management on its Form ADV.
How many employees does Western Financial Corporation have?
Western Financial Corporation reports 6 employees.
Where is Western Financial Corporation located?
Western Financial Corporation is based in San Diego, CA and has been SEC-registered since 2020.
Does Western Financial Corporation disclose fund performance?
Western Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13400 Sabre Springs Parkway, Ste. 170, San Diego, CA 92128 |
| Phone | 619-544-0260 |
| Fax | 619-234-2421 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$309.2M▲ 9%
Jul '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
$309.2Mregulatory AUM
Discretionary $309.2M