Petix & Botte Financial
Petix & Botte Financial is an SEC-registered mass-market adviser in La Mesa, CA with $411.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Petix & Botte Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170020, SEC 801-79597, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $411.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- La Mesa, CA
- Employees
- 4
- Clients
- 473
- CRD
- 170020
- Ownership
- WILLIAMS, ANDREW; PETIX-REICHERT, VICKIE, LINN; BOTTE, PAUL, WILLIAM
How much AUM does Petix & Botte Financial have?
Petix & Botte Financial reported $411.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Petix & Botte Financial?
Disclosed owners and executives of Petix & Botte Financial include WILLIAMS, ANDREW, PETIX-REICHERT, VICKIE, LINN, BOTTE, PAUL, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.