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PETIX & BOTTE FINANCIAL

LA MESA, CA · CRD 170020 · IAPD ↗ · 619-698-6500

$411.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — PETIX & BOTTE FINANCIAL notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — PETIX & BOTTE FINANCIAL notice-filed in CO, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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