← Tributary

TORREY WEALTH, LLC

SAN DIEGO, CA · CRD 310688 · IAPD ↗ · torreywealth.com · 858-732-5300

$176.7MRegulatory AUM
1Advisory reps
1Employees
2Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2024 — TORREY WEALTH, LLC reported RAUM up 29% ($98.4M -> $126.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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