La Jolla Institute For Wealth Management

La Jolla Institute For Wealth Management (CRD# 109340) is a financial advisory firm headquartered in La Jolla, CA. They manage $39,476,973 in 137 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $288,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at La Jolla Institute For Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Martin S. Johnson
CRD#: 702199
7946 Ivanhoe Avenue, Suite 214, La Jolla, CA 92037
93
Wealthminder
score

Martin Johnson (CRD# 702199) is an Investment Advisor Representative working at La Jolla Institute For Wealth Management in La Jolla, CA and has over 27 years of experience in the finance industry.

2
Erik M. Johnson
CRD#: 5995814
7946 Ivanhoe Avenue, Suite 214, La Jolla, CA 92037
90
Wealthminder
score

Erik Johnson (CRD# 5995814) is an Investment Advisor Representative working at La Jolla Institute For Wealth Management in La Jolla, CA and has over 5 years of experience in the finance industry.

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