RIA Intel›Advisers›California›WESTERN FINANCIAL CORPORATION

WESTERN FINANCIAL CORPORATION

Advisory

N·SAN DIEGO, CA

Data as of May 13, 2026 · Source: SEC Form ADV

Total AUM
$309M
1-Year AUM Growth
+30.6%
3-Year CAGR
+0.9%
Employees
2
Assets Under Management
Total AUM$309M
Discretionary AUM$309M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients169
Team
Total Employees2
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingNov 21, 2019
Latest FilingMay 13, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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