PPrivate Fund Data Log in Join · $37/mo

Torrey Wealth, LLC

● SEC registered since 2022CRD 310688SEC# 801-124794San Diego, CA
Export (members)
Reg. AUM
$153.1M
Employees
1
Accounts
246
Location
San Diego, CA

Torrey Wealth, LLC assets under management

Torrey Wealth, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2022. It reports $153.1 million in regulatory assets under management and employs 1 people.

Torrey Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Tannehill Leuffen ControlChief Compliance Officer And Managing MemberOver 75%2020

Frequently asked questions

How much does Torrey Wealth, LLC manage?

Torrey Wealth, LLC reports $153.1 million in regulatory assets under management on its Form ADV.

How many employees does Torrey Wealth, LLC have?

Torrey Wealth, LLC reports 1 employees.

Where is Torrey Wealth, LLC located?

Torrey Wealth, LLC is based in San Diego, CA and has been SEC-registered since 2022.

Does Torrey Wealth, LLC disclose fund performance?

Torrey Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4660 la Jolla Village Dr, Suite 100, San Diego, CA 92122
Phone858-732-5300
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$153.1M
Non-discretionary$0
Total (RAUM)$153.1M