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 that serves both individual and family clients as well as institutional accounts. The firm operates as a capital allocator: it builds portfolios using publicly traded funds for core positions while also incorporating private-market allocations through sponsored pooled vehicles and external managers. Advisory services include financial planning, portfolio management for individuals and pooled investment vehicles, pension consulting support and selection of other advisers. Tor Wealth Advisors functions as a sponsor, general partner and managing member on pooled vehicles it advises, indicating an active role on both the advisory and manager sides of alternative investments. Fee arrangements are a mix of percentage of AUM, hourly charges and fixed fees, which allows the firm to tailor compensation to client needs and the complexity of engagements. The firm is not positioned as an active ESG investor and is not a multi-state adviser under the filing.