Wealth Analytics Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 19, 2026, reports $316M in regulatory assets under management, 6 employees, 5 offices, and 494 accounts.
Assets Under Management
$316M
Employees
6
Offices
5 offices
Total Clients
184
Primary office
SAN DIEGO, CA
12730 HIGH BLUFF DR, SUITE 260, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
93
2
HNWI
47.8%
88
3
Charitable
1.1%
2
4
Pension Plans
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$316Mas of March 19, 2026
Discretionary100.0%
$316M
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$316M
Total Accounts494
10Y AUM Change+$152M (+92.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change+1 (+20.0%)
* 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.