TORREY WEALTH, LLC

Overview

Torrey Wealth, LLC is an independent registered investment adviser serving high-net-worth individuals and families, with an owner-operated structure and a core focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm combines advisory services with insurance brokerage capabilities, offering a mix of percentage-of-AUM, hourly, and fixed-fee billing to match differing client needs. Investment activity centers on professionally managed public funds and mutual funds as the backbone of client portfolios, with discretionary management accounting for the entirety of reported assets. Torrey Wealth does not position itself as a multi-state or institutional pension consultant, nor does it pursue an ESG investing mandate. For clients seeking exposure beyond public markets, the firm allocates to third-party alternative managers across several strategies rather than running in-house private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices