Wealth Analytics Partners, LLC (San Diego)

Name: Wealth Analytics Partners, LLC
Address: 12730 High Bluff Dr, San Diego, CA, 92130
Telephone: 858-794-2100

Wealth Analytics Partners, LLC is a large advisory firm based in San Diego. It manages $170.13 million of regulatory assets for 336 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Wealth Analytics Partners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Analytics Partners: assets under management

The assets under management (AUM) of Wealth Analytics Partners, LLC is $170.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 220% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $170.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $506.34 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 57% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 15% of the firm’s portfolio. Investments in exchange traded securities form 12% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Analytics Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wealth Analytics Partners serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Wealth Analytics Partners is high net worth individuals with 58 clients and $134.1 million of assets under management. Among the 3 most similar advisory firms, Wealth Analytics Partners has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $170.13 million for 143 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Wealth Analytics Partners doesn't advise any private funds.

Careers at Wealth Analytics Partners, LLC

The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Troy Brinckley Daum	Principal	1 Mar 2006	Other	1287128
Richard John Gordon Tudor	Principal/chief compliance officer	1 Mar 2006	Other	2282678
Inc. Wealth Analytics	Owner	1 Mar 2006	25% - 50%	73-1664052
Llc Strategic Asset Management Group	Owner	1 Mar 2006	50% - 75%	20-0910557
Rj Gordon Tudor	Principal/chief compliance officer	1 Mar 2006	Other	2282678
Llc Wealth Analytics Consulting	Owner	1 Jan 2019	Other	83-3384286
Jeff Walter Poole	Chief compliance officer	1 Jul 2019	Other	2953212

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Troy Brinckley Daum	Owner	1 Apr 2003	75% - 100%	1287128
Rj Gordon Tudor	Owner	1 Mar 2004	75% - 100%	2282678
Jeff Walter Poole	Owner	1 Jan 2019	75% - 100%	2953212

Based in San Diego

The principal office where Wealth Analytics Partners, LLC performs its advisory services is located at 12730 High Bluff Dr, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-794-2100 or by fax 858-794-2109. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at wealthanalytics.com.