WFA OF SAN DIEGO

RIASEC RegisteredEst. 2020

Total AUM

$207M

Discretionary

$177M

85% of AUM

Avg account

$453K

Accounts

457

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 307404
Registered since: February 27, 2020
Website: www.wfasandiego.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI79.74%
Individuals18%
Charitable Organizations1.94%
Pension & Profit Sharing Plans0.32%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

WFA Of San Diego is an independent, SEC-registered investment advisory firm organized as an LLC and operating since 2020. The firm serves both individual and family wealth as well as institutional clients and acts as a capital allocator, deploying assets to third‑party managers in addition to directly managed strategies. Its advisory capabilities listed on filings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee, and other fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds55%
Exchange Traded Equities36%
Cash & Cash Equivalents7%
US Government Bonds1%
Investment Grade Corp Bonds1%

Contacts

3 of 3

DAVID WHITE
Senior Vice PresidentCRD 1027468
ANDREW JENSEN
Senior Wealth Advisor & Director of Alternative InvestmentsCRD 5697041
LOUIS DWORSKY
Managing PartnerCRD 1689624