Tor Wealth Advisors, LLC

RIASEC Registered

Total AUM

$81M

Discretionary

$81M

100% of AUM

Avg account

$354K

Accounts

229

Employees

Advisory reps

Firm details

Headquarters: Folsom, California
CRD number: 319761
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.02%
Individuals22.22%
Pooled Investment Vehicles9.88%
Pension & Profit Sharing Plans9.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tor Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and it acts as a capital allocator and sponsor/GP/managing member of pooled investment vehicles. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, and selection of other advisers. Tor charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.