| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeff Walter Poole Control | Chief Compliance Officer | Under 5% | 2019 |
| Troy Brinckley Daum Control | Principal | Under 5% | 2006 |
| Wealth Analytics Consulting, LLC | Owner | 25-50% | 2019 |
Wealth Analytics Partners, LLC reports $283.2 million in regulatory assets under management on its Form ADV.
Wealth Analytics Partners, LLC reports 6 employees.
Wealth Analytics Partners, LLC is based in San Diego, CA and has been SEC-registered since 2006.
Wealth Analytics Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12730 High Bluff Dr, Suite 260, San Diego, CA 92130 |
| Phone | 858-794-2100 |
| Fax | 858-794-2109 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $283.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $283.2M |