Wfa of San Diego, LLC
● SEC registered since 2020CRD 307404SEC# 801-118131San Diego, CA
Reg. AUM
$206.9M
Employees
5
Accounts
457
Location
San Diego, CA
Wfa of San Diego, LLC assets under management
Wfa of San Diego, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2020. It reports $206.9 million in regulatory assets under management and employs 5 people.
Wfa of San Diego, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Phipps White Control | Chief Compliance Officer | Under 5% | 2026 |
| Louis David Dworsky Control | Ceo | Under 5% | 2020 |
| Zermatt Holdings, LLC Control | Owner | Over 75% | 2020 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wfa of San Diego, LLC manage?
Wfa of San Diego, LLC reports $206.9 million in regulatory assets under management on its Form ADV.
How many employees does Wfa of San Diego, LLC have?
Wfa of San Diego, LLC reports 5 employees.
Where is Wfa of San Diego, LLC located?
Wfa of San Diego, LLC is based in San Diego, CA and has been SEC-registered since 2020.
Does Wfa of San Diego, LLC disclose fund performance?
Wfa of San Diego, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2251 San Diego Ave, Suite B-257, San Diego, CA 92110 |
| Phone | (619) 491-0225 |
| Office hours | 8:30-5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1821407 |
| Discloses disciplinary history | No |
Regulatory AUM
$206.9M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$206.9Mregulatory AUM
Discretionary $176.7MNon-discretionary $30.2M