RIA Intel›Advisers›California›WESTERN GROWERS FINANCIAL SERVICES, INC.

WESTERN GROWERS FINANCIAL SERVICES, INC.

Advisory

IRVINE, CA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in CA
#2,652
of 5,480 advisers by AUM
Average account
$411K
across 281 accounts
AUM per adviser
$39M
3 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$116M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$116M
Discretionary AUM$21M
Non-Discretionary AUM$94M
Discretionary %18.4%
Total Clients281
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndJune
Operates InAZ, CA, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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