Data / Investment advisers / California / Wealth Analytics Partners, LLC
Wealth Analytics Partners, LLC, San Diego, CA: $316 million AUM, SEC registered investment adviser
Wealth Analytics Partners, LLC is an SEC registered investment adviser with its main office in San Diego, California and reports $316 million in regulatory assets under management in its Form ADV filed October 22, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 140115
- SEC file number
- 801-66566
- SEC status
- Approved, effective May 3, 2006
- Main office
- 12526 High Bluff Dr. Suite 238, San Diego, CA 92130
- Phone
- (858) 794-2100
- Website
- wealthanalytics.com
- Regulatory AUM
- $316,007,259 in the Form ADV filed October 22, 2026
- Discretionary AUM
- $316,007,259
- Accounts
- 494
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $272.4 million |
| Individuals (other than high net worth individuals) | 93 | $33.9 million |
| Pension and profit sharing plans | 1 | $5.2 million |
| Charitable organizations | 2 | $4.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $316 million | March 19, 2026 |
| December 1, 2025 | $283.2 million | March 4, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Pacific Wealth Management | San Diego | $371.9 million | Not listed | adviserinfo.sec.gov |
| Dean Roland Russell, LLC | San Diego | $351.2 million | Not listed | adviserinfo.sec.gov |
| Superior Planning Wealth Management & Family Office | San Diego | $349.6 million | Not listed | adviserinfo.sec.gov |
| Eiger Wealth Management, LLC | San Diego | $338.7 million | Not listed | adviserinfo.sec.gov |
| Copley Financial Group, Inc. | San Diego | $331.2 million | Not listed | adviserinfo.sec.gov |
| Define Financial, LLC | San Diego | $314.6 million | Not listed | adviserinfo.sec.gov |
| Kachkovsky & Fisher, Inc. | San Diego | $305.1 million | Not listed | adviserinfo.sec.gov |
| McNaughton Wealth Management, LLC | San Diego | $291.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Wealth Analytics Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.