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TOR WEALTH ADVISORS, LLC

Advisory

FOLSOM, CA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,003
of 5,480 advisers by AUM
Average account
$354K
across 229 accounts
AUM per adviser
$81M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$81M
Discretionary %
100%
Clients
58
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$81M
Discretionary AUM$81M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients58
Team
Total Employees4
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

PREMIER FINANCIAL MANAGEMENT, LLC
TORRANCE, CA
$81M
+7.9% 1Y
ENGEMANN ASSET MANAGEMENT
SAN FRANCISCO, CA
$81M
-44.9% 1Y
WILLIAMS WEALTH MANAGEMENT, INC.
LOS ANGELES, CA
$81M
ARISTOTLE CREDIT PARTNERS, LLC
LOS ANGELES, CA
$81M
0.0% 1Y
SARANAP WEALTH ADVISORS, LLC
WALNUT CREEK, CA
$81M
CORNELL CAPITAL GROUP LLC
$81M

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