RIA Intel›Advisers›California›WEALTH ANALYTICS PARTNERS, LLC

WEALTH ANALYTICS PARTNERS, LLC

Advisory

N·SAN DIEGO, CA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$316M
1-Year AUM Growth
+13.7%
3-Year CAGR
-1.8%
Employees
4
Assets Under Management
Total AUM$316M
Discretionary AUM$316M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients168
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record42
First FilingMar 31, 2006
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 42 historical filings spanning 20+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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