Wfa Wealth Managers

Wfa Wealth Managers (CRD# 105736) is a financial advisory firm headquartered in San Diego, CA. They manage $250,601,255 in 713 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $351,474
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, FL, OH, TX

Financial Advisors at Wfa Wealth Managers
Showing 1 - 6 of 6 top financial advisors.
1
Robert K. Britton
CRD#: 4848445
3170 Fourth Avenue, Third Floor, San Diego, CA 92103
96
Wealthminder
score

Robert Britton (CRD# 4848445) is an Investment Advisor Representative working at Wfa Wealth Managers in San Diego, CA and has over 11 years of experience in the finance industry.

2
Peter R. Wheeler
CRD#: 464559
2665 Fourth Avenue, San Diego, CA 92103
96
Wealthminder
score

Peter Wheeler (CRD# 464559) is an Investment Advisor Representative working at Wfa Wealth Managers in San Diego, CA and has over 32 years of experience in the finance industry. Peter Wheeler 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
Joseph P. Arce
CRD#: 3119142
3170 Fourth Avenue, Third Floor, San Diego, CA 92103
93
Wealthminder
score

Joseph Arce (CRD# 3119142) is an Investment Advisor Representative working at Wfa Wealth Managers in San Diego, CA and has over 18 years of experience in the finance industry.

4
Brooke E. Warner
CRD#: 5232953
3170 Fourth Avenue, Third Floor, San Diego, CA 92103
93
Wealthminder
score

Brooke Warner (CRD# 5232953) is an Investment Advisor Representative working at Wfa Wealth Managers in San Diego, CA and has over 9 years of experience in the finance industry.

5
David P. White
CRD#: 1027468
3170 Fourth Avenue, Third Floor, San Diego, CA 92103
93
Wealthminder
score

David White (CRD# 1027468) is an Investment Advisor Representative working at Wfa Wealth Managers in San Diego, CA and has over 33 years of experience in the finance industry.

6
Kenneth G. Frost
CRD#: 1458671
2665 Fourth Avenue, San Diego, CA 92103
87
Wealthminder
score

Kenneth Frost (CRD# 1458671) is an Investment Advisor Representative working at Wfa Wealth Managers in San Diego, CA and has 1 year of experience in the finance industry.

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