Wfa Of San Diego
Wfa Of San Diego is an SEC-registered mass-market adviser in San Diego, CA with $206.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Wfa Of San Diego: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307404, SEC 801-118131, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $206.9M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 5
- Clients
- 263
- CRD
- 307404
- Ownership
- ZERMATT HOLDINGS, LLC; ARCE, JOSEPH, PHILLIP; DWORSKY, LOUIS, DAVID; Johnson, Andrea, Louise; Dowell, Alisha, Perdue
How much AUM does Wfa Of San Diego have?
Wfa Of San Diego reported $206.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Wfa Of San Diego?
Disclosed owners and executives of Wfa Of San Diego include ZERMATT HOLDINGS, LLC, ARCE, JOSEPH, PHILLIP, DWORSKY, LOUIS, DAVID, Johnson, Andrea, Louise, Dowell, Alisha, Perdue. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.