Workable Wealth

Workable Wealth (CRD# 168011) is a financial advisory firm headquartered in San Diego, CA. They manage $1,993,639 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $40,687
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, TX

Financial Advisors at Workable Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Mary E. Storjohann
CRD#: 4798603
Chula Vista, CA
96
Wealthminder
score

Mary Storjohann (CRD# 4798603) is an Investment Advisor Representative working at Workable Wealth in Chula Vista, CA and has over 7 years of experience in the finance industry. Mary Storjohann 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.

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