Petix & Botte Financial is an SEC registered investment adviser organized as a corporation with a primary office location in La Mesa, CA. Its latest Form ADV filing, dated March 31, 2026, reports $412M in regulatory assets under management, 4 employees, and 783 accounts.
Assets Under Management
$412M
Employees
4
Offices
--
Total Clients
473
Primary office
LA MESA, CA
7777 ALVARADO ROAD, SUITE 520, LA MESA, CA, United States
Top client segmentHNWI represent 55.2% of total clients.
Top client categories% of clientsClients
1
HNWI
55.2%
261
2
Individuals
44.8%
212
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$412Mas of March 31, 2026
Discretionary100.0%
$412M
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.
Total AUM$412M
Total Accounts783
10Y AUM Change+$272M (+194.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee118:1
10Y Employee Change+1 (+33.3%)
* 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.