RIA Intel›Advisers›California›BARRETTO, JOSEPH NIEVERA

BARRETTO, JOSEPH NIEVERA

Advisory

SANTA ANA, CA

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in CA

#5,381

of 5,480 advisers by AUM

Average account

$137K

across 2 accounts

AUM per adviser

$274K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$274K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$274K

Discretionary AUM$0

Non-Discretionary AUM$274K

Discretionary %0%

Total Clients2

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

2 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

BARDI CO. LLC

LOS ANGELES, CA

$275K

PACIFIC EQUITY ADVISORS LLC

LA JOLLA, CA

$268K

CONAGHAN, ALEXANDER CHRISTOPHER

$263K

GOLD PATH INVESTMENT GROUP

$288K

WILLIAMS, VINCENT RAYNARD

EL SEGUNDO, CA

$290K

MOSTT INC.

SHERMAN OAKS, CA

$254K

Get the full picture on BARRETTO, JOSEPH NIEVERA

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BARRETTO, JOSEPH NIEVERA and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans