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Building 2TORREY WEALTH, LLC

Map pinSAN DIEGO, CA
Phone858-732-5300
NotebookSEC #801-119739
Total AUM
$38M
Employees
1
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4660 LA JOLLA VILLAGE DR
SUITE 100
SAN DIEGO
CA 92122
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
858-732-5300

ReceiptFinancials

Total AUM
$38M
Accounts
21
Discretionary
$38M
Accounts
21
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$339.2K
HNW Individual Clients
21
AUM
$37.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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