Wealth Analytics Partners, LLC
Wealth Analytics Partners, LLC is an SEC-registered wealth manager in San Diego, CA with $316.0M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Wealth Analytics Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140115, SEC 801-66566, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $316.0M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 184
- CRD
- 140115
- Ownership
- DAUM, TROY, BRINCKLEY; TUDOR, RICHARD JOHN, GORDON; WEALTH ANALYTICS, INC.; STRATEGIC ASSET MANAGEMENT GROUP, LLC; TUDOR, RJ, GORDON
How much AUM does Wealth Analytics Partners, LLC have?
Wealth Analytics Partners, LLC reported $316.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Wealth Analytics Partners, LLC?
Disclosed owners and executives of Wealth Analytics Partners, LLC include DAUM, TROY, BRINCKLEY, TUDOR, RICHARD JOHN, GORDON, WEALTH ANALYTICS, INC., STRATEGIC ASSET MANAGEMENT GROUP, LLC, TUDOR, RJ, GORDON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.