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 $38,245,790 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7946 Ivanhoe Avenue, Suite 214, La Jolla, CA 92037
https://www.linkedin.com/company/la-jolla-institute-for-wealth-management/about/
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $466,412
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at La Jolla Institute For Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Erik Johnson, financial advisor La Jolla CA
Erik M. Johnson
CRD#: 5995814
7946 Ivanhoe Avenue, Suite 214, La Jolla, CA 92037

Erik Johnson (CRD# 5995814) is an Investment Advisor Representative working at La Jolla Institute For Wealth Management in La Jolla, CA and has over 12 years of experience in the finance industry.

2
Martin Johnson, financial advisor La Jolla CA
Martin S. Johnson
CRD#: 702199
7946 Ivanhoe Avenue, Suite 214, La Jolla, CA 92037

Martin Johnson (CRD# 702199) is an Investment Advisor Representative working at La Jolla Institute For Wealth Management in La Jolla, CA and has over 34 years of experience in the finance industry.

3
Aiden Johnson, financial advisor La Jolla CA
Aiden Johnson
CRD#: 7685641
7946 Ivanhoe Avenue, Suite 214, La Jolla, CA 92037

Aiden Johnson (CRD# 7685641) is an Investment Advisor Representative working at La Jolla Institute For Wealth Management in La Jolla, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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