Wealth Analytics Partners, LLC

Wealth Analytics Partners, LLC (CRD# 140115) is a financial advisory firm headquartered in San Diego, CA. They manage $237,732,043 in 162 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
12730 High Bluff Dr, Suite 260, San Diego, CA 92130
https://wealthanalytics.com
By the Numbers
  • Total Assets Under Management
    238
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $1,467,482
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
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Wealth Analytics Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Troy Daum, financial advisor San Diego CA
Troy B. Daum
CRD#: 1287128
12730 High Bluff Dr, Ste 260, San Diego, CA 92130

Troy Daum (CRD# 1287128) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has over 28 years of experience in the finance industry.

2
Jeff Poole, financial advisor San Diego CA
Jeff W. Poole
CRD#: 2953212
12730 High Bluff Dr, Suite 260, San Diego, CA 92130

Jeff Poole (CRD# 2953212) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

3
Brittany Anderson, financial advisor San Diego CA
Brittany S. Anderson
CRD#: 7694561
12730 High Bluff Dr, Suite 260, San Diego, CA 92130

Brittany Anderson (CRD# 7694561) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has 1 year of experience in the finance industry.

4
Satoko Jones, financial advisor San Diego CA
Satoko Jones
CRD#: 7643099
12730 High Bluff Dr, Suite 260, San Diego, CA 92130

Satoko Jones (CRD# 7643099) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has 1 year of experience in the finance industry.

5
Constance Mitchell, financial advisor San Diego CA
Constance M. Mitchell
CRD#: 7743558
12730 High Bluff Dr, Suite 260, San Diego, CA 92130

Constance Mitchell (CRD# 7743558) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has 1 year of experience in the finance industry.

6
Megan Sperry, financial advisor San Diego CA
Megan Sperry
CRD#: 7633656
12730 High Bluff Dr, Suite 260, San Diego, CA 92130

Megan Sperry (CRD# 7633656) is an Investment Advisor Representative working at Wealth Analytics Partners, LLC in San Diego, CA and has 1 year 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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