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SOUTH BAY FINANCIAL PARTNERS

TORRANCE, CA · CRD 175015 · IAPD ↗ · southbayfinancialpartners.com · 310-792-4189

$114.8MRegulatory AUM
2Advisory reps
5Employees
9Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — SOUTH BAY FINANCIAL PARTNERS shrank from 5 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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