Wealth Analytics Partners, LLC

Wealth Analytics Partners, LLC (CRD# 140115) is a financial advisory firm headquartered in San Diego, CA. They manage $164,485,000 in 278 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $591,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Wealth Analytics Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Troy B. Daum
CRD#: 1287128
12730 High Bluff Dr, Ste 260, San Diego, CA 92130
96
Wealthminder
score

Troy Daum (CRD# 1287128) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has over 22 years of experience in the finance industry. Troy Daum 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
Richard John G. Tudor
CRD#: 2282678
12730 High Bluff Dr, Ste 260, San Diego, CA 92130
96
Wealthminder
score

Richard John Tudor (CRD# 2282678) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has over 22 years of experience in the finance industry. Richard John Tudor 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.

3
Austin T. Gallaher
CRD#: 4527040
12520 High Bluff Drive, Suite 385, San Diego, CA 92130
93
Wealthminder
score

Austin Gallaher (CRD# 4527040) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has over 15 years of experience in the finance industry.

4
Jeff W. Poole
CRD#: 2953212
12730 High Bluff Dr, Suite 260, San Diego, CA 92130
83
Wealthminder
score

Jeff Poole (CRD# 2953212) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has over 17 years of experience in the finance industry.

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