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SATORI WEALTH MANAGEMENT, INC.

Advisory

SAN DIEGO, CA

Data as of Apr 27, 2026 · Source: SEC Form ADV

Rank in CA
#3,074
of 5,480 advisers by AUM
Average account
$588K
across 127 accounts
AUM per adviser
$37M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 27, 2026.

Total AUM
$75M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$75M
Discretionary AUM$75M
Non-Discretionary AUM$76K
Discretionary %99.9%
Total Clients33
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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