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WEALTH ANALYTICS PARTNERS, LLC

SAN DIEGO, CA · CRD 140115 · IAPD ↗ · wealthanalytics.com · 858-794-2100

$316.0MRegulatory AUM
4Advisory reps
6Employees
4Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — WEALTH ANALYTICS PARTNERS, LLC added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — WEALTH ANALYTICS PARTNERS, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
January 2025 — WEALTH ANALYTICS PARTNERS, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
June 2024 — WEALTH ANALYTICS PARTNERS, LLC now reports custody of client assets ($126.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.