| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard S. Levenson Trust U/A 12/02/2014 Control | Shareholder | Over 75% | 2015 |
| Richard Steven Levenson Control | President, Ceo, Cco & Cio (since 12/2016), Trustee Of The Richard S. Levenson Trust U/A 12/02/2014 (since 04/2015) | Under 5% | 2016 |
Western Financial Corporation reports $282.5 million in regulatory assets under management on its Form ADV.
Western Financial Corporation reports 6 employees.
Western Financial Corporation is based in San Diego, CA and has been SEC-registered since 2020.
Western Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 13400 Sabre Springs Parkway, Ste. 170, San Diego, CA 92128 |
| Phone | 619-544-0260 |
| Fax | 619-234-2421 |
| Office hours | 6:30 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $282.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $282.5M |