Ward & Associates
Ward & Associates is an SEC-registered ria in San Diego, CA with $187.2M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Ward & Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107878, SEC 801-55927, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $187.2M (2026-06-23)
- Firm type
- Ria
- Location
- San Diego, CA
- Employees
- 2
- Clients
- 55
- CRD
- 107878
- Ownership
- WARD, KEVIN, ANDREW; WARD, WILLIAM, THOMPSON; WARD, JR., WILLIAM, THOMPSON; WARD, WILLIAM, T
How much AUM does Ward & Associates have?
Ward & Associates reported $187.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Ward & Associates?
Disclosed owners and executives of Ward & Associates include WARD, KEVIN, ANDREW, WARD, WILLIAM, THOMPSON, WARD, JR., WILLIAM, THOMPSON, WARD, WILLIAM, T. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.