RIA Intel›Advisers›California›WFA OF SAN DIEGO, LLC

WFA OF SAN DIEGO, LLC

Advisory

N·SAN DIEGO, CA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$207M

1-Year AUM Growth

-14.2%

3-Year CAGR

-12.9%

Employees

2

Assets Under Management

Total AUM$207M

Discretionary AUM$177M

Non-Discretionary AUM$30M

Discretionary %85.4%

Total Clients171

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)-33.3%

Filing History

Total Filings on Record24

First FilingJan 28, 2020

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 24 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WFA OF SAN DIEGO, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.