Wfa of San Diego 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 31, 2026, reports $207M in regulatory assets under management, 5 employees, 1 office, and 457 accounts.
Assets Under Management
$207M
Employees
5
Offices
1 office
Total Clients
263
Primary office
SAN DIEGO, CA
2251 SAN DIEGO AVE, SUITE B-257, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 65.4% of total clients.
Top client categories% of clientsClients
1
Individuals
65.4%
172
2
HNWI
33.5%
88
3
Charitable
0.8%
2
4
Pension Plans
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of March 31, 2026
Discretionary85.4%
$177M
85% of total RAUM85.4%
Non-discretionary14.6%
$30M
15% of total RAUM14.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$207M
Total Accounts457
10Y AUM Change+$207M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee53:1
10Y Employee Change-2 (-28.6%)
* 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.