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).
-
Total Assets Under Management238MILLION
-
Total Number of Accounts162ACCOUNTS
-
Average Account Value$1,467,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, TX
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.
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.
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.
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.
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.
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.