Wealth Analytics Partners, LLC

RIASEC RegisteredEst. 2006

Total AUM

$316M

Discretionary

$316M

100% of AUM

Avg account

$640K

Accounts

494

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 140115
Registered since: May 3, 2006
Website: www.wealthanalytics.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.22%
Individuals10.72%
Pension & Profit Sharing Plans1.65%
Charitable Organizations1.42%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wealth Analytics Partners, LLC is an independent registered investment adviser that has operated since 2006. The firm serves both individuals/families and institutional clients and combines financial planning with portfolio management for individuals, small businesses, and institutions. Its fee schedule includes asset-based fees alongside hourly and fixed-fee arrangements. Wealth Analytics Partners does not position itself as a capital allocator, is not an active ESG investor, and does not present as a multi-state adviser in the source filing.