Daniel Wealth Advisors

Daniel Wealth Advisors (CRD# 150382) is a financial advisory firm headquartered in Newport Beach, CA. They manage $424,300,000 in 48 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    424
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $8,839,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Daniel Wealth Advisors
Showing 1 - 10 of 19 top financial advisors.
1
Mark S. Dossa
CRD#: 3079503
3570 Carmel Mountain Rd., Suite 220, San Diego, CA 92130
96
Wealthminder
score

Mark Dossa (CRD# 3079503) is an Investment Advisor Representative working at Daniel Wealth Advisors in San Diego, CA and has over 18 years of experience in the finance industry. Mark Dossa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Charles B. Daniel
CRD#: 2258341
5000 Birch Street, West Tower Suite 3000, Newport Beach, CA 92660
93
Wealthminder
score

Charles Daniel (CRD# 2258341) is an Investment Advisor Representative working at Daniel Wealth Advisors in Newport Beach, CA and has over 24 years of experience in the finance industry.

3
Kyle L. Malmstrom
CRD#: 2880036
3570 Carmel Mountain Rd., Suite 220, San Diego, CA 92130
93
Wealthminder
score

Kyle Malmstrom (CRD# 2880036) is an Investment Advisor Representative working at Daniel Wealth Advisors in San Diego, CA and has over 12 years of experience in the finance industry.

4
Stephen A. Mertz
CRD#: 5453073
5000 Birch Street, West Tower Suite 3000, Newport Beach, CA 92660
93
Wealthminder
score

Stephen Mertz (CRD# 5453073) is an Investment Advisor Representative working at Daniel Wealth Advisors in Newport Beach, CA and has over 8 years of experience in the finance industry.

5
John G. Olsen
CRD#: 2597887
5000 Birch Street, West Tower Suite 3000, Newport Beach, CA 92660
93
Wealthminder
score

John Olsen (CRD# 2597887) is an Investment Advisor Representative working at Daniel Wealth Advisors in Newport Beach, CA and has over 4 years of experience in the finance industry. John Olsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robert J. Patterson
CRD#: 3221228
501 West Broadway, Suite 1720, San Diego, CA 92101
93
Wealthminder
score

Robert Patterson (CRD# 3221228) is an Investment Advisor Representative working at Daniel Wealth Advisors in San Diego, CA and has over 17 years of experience in the finance industry.

7
Annelizbeth Q. Rogers
CRD#: 5648235
Del Mar Corporate Plaza, 12636 High Bluff Drive, Suite 400, San Diego, CA 92130
93
Wealthminder
score

Annelizbeth Rogers (CRD# 5648235) is an Investment Advisor Representative working at Daniel Wealth Advisors in San Diego, CA and has over 7 years of experience in the finance industry.

8
Brett J. Upper
CRD#: 5749519
1042-b N El Camino Real, Suite 311, Encinitas, CA 92024
89
Wealthminder
score

Brett Upper (CRD# 5749519) is an Investment Advisor Representative working at Daniel Wealth Advisors in Encinitas, CA and has over 2 years of experience in the finance industry.

9
Ryan R. Tinio
CRD#: 6323047
501 West Broadway, Suite 1720, San Diego, CA 92101
88
Wealthminder
score

Ryan Tinio (CRD# 6323047) is an Investment Advisor Representative working at Daniel Wealth Advisors in San Diego, CA and has over 2 years of experience in the finance industry.

10
James T. Zuanich
CRD#: 6342756
3570 Carmel Mountain Rd., Suite 220, San Diego, CA 92130
88
Wealthminder
score

James Zuanich (CRD# 6342756) is an Investment Advisor Representative working at Daniel Wealth Advisors in San Diego, CA and has over 2 years of experience in the finance industry.

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