| Name | Title | Ownership | Since |
|---|---|---|---|
| Louis David Dworsky Control | Ceo & Chief Compliance Officer | Under 5% | 2020 |
| Zermatt Holdings, LLC Control | Owner | Over 75% | 2020 |
| Louis David Dworsky Control | Member | 25-50% | 2018 |
Wfa of San Diego, LLC reports $177.8 million in regulatory assets under management on its Form ADV.
Wfa of San Diego, LLC reports 5 employees.
Wfa of San Diego, LLC is based in San Diego, CA and has been SEC-registered since 2020.
Wfa of San Diego, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2251 San Diego Ave, Suite B-257, San Diego, CA 92110 |
| Phone | (619) 491-0225 |
| Office hours | 8:30-5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1821407 |
| Discloses disciplinary history | No |
| Discretionary | $140.6M |
| Non-discretionary | $37.1M |
| Total (RAUM) | $177.8M |