LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT

Overview

La Jolla Institute For Wealth Management is a small, client-focused wealth advisory firm that concentrates on discretionary portfolio management for individuals and families and on selecting third-party advisers when appropriate. The firm manages its clients’ assets through fee arrangements that include both percentage-of-AUM and fixed-fee engagements. Investment activity centers on public pooled vehicles—chiefly mutual funds and similar public funds—used as the backbone for model portfolios and separate account management, with the firm also allocating to external managers where specialist exposure is required. The adviser does not position itself as an ESG manager and operates under a single-state registration posture.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices