Western Financial Corporation
Western Financial Corporation is an SEC-registered wealth manager in San Diego, CA with $309.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Western Financial Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 6118, SEC 801-117841, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $309.2M (2026-05-13)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 169
- CRD
- 6118
- Ownership
- LEVENSON, HOWARD BOYD; LEVENSON, RICHARD STEVEN; TURLEY, SANDIE; LEVENSON, RICHARD, STEVEN; RICHARD S. LEVENSON TRUST U/A 12/02/2014
How much AUM does Western Financial Corporation have?
Western Financial Corporation reported $309.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Western Financial Corporation?
Disclosed owners and executives of Western Financial Corporation include LEVENSON, HOWARD BOYD, LEVENSON, RICHARD STEVEN, TURLEY, SANDIE, LEVENSON, RICHARD, STEVEN, RICHARD S. LEVENSON TRUST U/A 12/02/2014. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.