SAN DIEGO, CACRD 133563Latest ADV February 10, 2026
Merrithew & Thorsten, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated February 10, 2026, reports $155M in regulatory assets under management, 2 employees, and 372 accounts.
Assets Under Management
$155M
Employees
2
Offices
--
Total Clients
125
Primary office
SAN DIEGO, CA
9820 WILLOW CREEK ROAD, SUITE 200, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.8% of total clients.
Top client categories% of clientsClients
1
Individuals
56.8%
71
2
HNWI
43.2%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$155Mas of February 10, 2026
Discretionary100.0%
$155M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$155M
Total Accounts372
10Y AUM Change+$36M (+30.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee63:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.