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Torrey-Payne Wealth Management

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Client assets under management

$184,754,039

Clients

237

24% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

119

Very High

Average account size

$779,553

About

Torrey-Payne Wealth Management provides investment management, financial planning, retirement-plan advisory, and related consulting to individual and high-net-worth clients as well as institutional entities such as trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary portfolio management and coordinates estate-planning work through outside professionals when requested.

Portfolios are tailored to clients’ goals and risk tolerances and typically use a mix of ETFs, mutual funds and, when appropriate, individual securities, with an emphasis on asset allocation, rebalancing, and analyses that include fundamental, modern portfolio theory and cyclical approaches. The firm operates as a fiduciary, conducts periodic account reviews (at least annually), and may engage third-party managers to implement specific investment objectives.

Noteworthy operational features include a relatively large client base for a two-advisor firm — the brochure reports 237 clients and $184.8 million in discretionary AUM — producing a higher client-to-advisor ratio than many peers. The adviser, established in 2025, also discloses a principal’s broker-dealer registration with documented mitigation of related conflicts and uses third-party estate-planning coordination (Helios Integrated Planning), which are distinctive elements compared with similar supported firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Social Security optimization General tax planning Charitable giving tax strategies Income planning

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement

Fee options

Fixed

Financial planning services are complimentary for clients with investment management services; full financial planning services also available for a fixed fee for non-investment management clients.

Percentage

$0 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.75% $2,500,000 - $4,999,999: 0.50% $5,000,000+: 0.25%

Main office location

Torrey-Payne Wealth Management

32 S Raymond Ave, Ste 2

Pasadena CA 91105, United States

Number of offices

1

Most active in

More info

Arizona · California · Idaho · Nevada · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 626-657-3451

Advisors at this firm

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Jason T

Series 63, Series 65

Pasadena, CA

Torrey-Payne Wealth Management

Jason Torrey Payne is the principal advisor and owner of Torrey-Payne Wealth Management, an independent SEC-registered advisory firm based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including over two decades at Los Angeles Firemen's Credit Union. His prior roles also include positions at Raymond James & Associates and The Leaders Group Inc. Torrey-Payne Wealth Management serves affluent individuals, family offices, and institutional clients, providing investment management, financial planning, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary portfolio management, utilizing ETFs, mutual funds, and individual securities guided by fundamental and cyclical analysis.

General retirement planning Social Security optimization General tax planning Charitable giving tax strategies Income planning Founder/Business Owner Executive Approaching retirement
user avatar

Anastasia T

Series 66

Pasadena, CA

Torrey-Payne Wealth Management

Anastasia Timineri is a financial advisor at Torrey-Payne Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at firms including Raymond James & Associates and Wells Fargo Bank. Torrey-Payne Wealth Management is an independent advisory firm managing approximately $180 million in client assets. The firm serves affluent individuals, family offices, and institutional investors, offering investment management and financial planning services with a focus on ETFs, mutual funds, and individual securities guided by fundamental and cyclical analysis.

General retirement planning Social Security optimization General tax planning Charitable giving tax strategies Income planning Founder/Business Owner Executive Approaching retirement
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