RIA Intel›Advisers›California›WOLFF WIESE MAGANA LLC

WOLFF WIESE MAGANA LLC

Advisory

N·CARSLBAD, CA

Data as of Apr 10, 2026 · Source: SEC Form ADV

Total AUM

$382M

1-Year AUM Growth

-6.3%

3-Year CAGR

-1.1%

Employees

6

Assets Under Management

Total AUM$382M

Discretionary AUM$359M

Non-Discretionary AUM$23M

Discretionary %94.1%

Total Clients545

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record39

First FilingJul 5, 2011

Latest FilingApr 10, 2026

🔒 Full AUM trend chart and 39 historical filings spanning 15+ 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 WOLFF WIESE MAGANA LLC

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