RIA Intel›Advisers›California›VIEWPOINT FINANCIAL PARTNERS, LLC

VIEWPOINT FINANCIAL PARTNERS, LLC

Advisory

DEL MAR, CA

Data as of Apr 29, 2026 · Source: SEC Form ADV

Rank in CA
#2,708
of 5,480 advisers by AUM
Average account
$458K
across 238 accounts
AUM per adviser
$54M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM
$109M
Discretionary %
2.7%
Clients
78
Employees
2

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$109M
Discretionary AUM$3M
Non-Discretionary AUM$106M
Discretionary %2.7%
Total Clients78
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

TRINITY ASSET MANAGEMENT CORPORATION
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$109M
WELLSOURCE CAPITAL PARTNERS, LLC
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$109M
MARTIN THOMAS WEALTH MANAGEMENT, LLC
PALO ALTO, CA
$109M
+129.3% 1Y
BEACH CITIES WEALTH MANAGEMENT, LLC
NEWPORT BEACH, CA
$109M
INSIGHT WEALTH STRATEGIES, LP
IRVINE, CA
$109M
+8.7% 1Y
RAMSDELL CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA
$109M

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