Torrey Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$176,749,096
Total clients
77
87% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
77
Average account size
$2,295,443
About
Torrey Wealth serves individuals, trusts, estates, corporations and pension or profit‑sharing plans, and the firm also reports advising investment company clients. It offers wrap asset management and wrap comprehensive portfolio management delivered through a sponsored wrap fee program, alongside standalone financial planning and consulting engagements.
The firm constructs diversified portfolios that emphasize low‑cost equity index ETFs and fixed‑income instruments, using strategic and tactical asset‑allocation with periodic rebalancing, duration management, and tax‑loss harvesting where appropriate. Its investment process incorporates quantitative, fundamental, technical, sector and cyclical analysis and can be customized for socially responsible preferences or to integrate outside assets.
Torrey Wealth reported $176,749,096 in discretionary regulatory assets under management as of December 31, 2025 and manages accounts on a discretionary basis. Noteworthy distinctions for a firm of this type include its role as a wrap fee program sponsor, its work with investment company and pension/profit‑sharing plan clients (each relatively uncommon), and that its representatives are licensed insurance agents who may receive commissions from insurance sales, a potential conflict disclosed and addressed in the brochure.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
General tax planning
Tax-loss harvesting
Fee options
Flat fees for financial planning and consulting services not to exceed $10,000.
Maximum hourly fee not to exceed $250.
Fee-only: Hourly fee up to $250; flat fees up to $10,000 for financial planning and consulting services.
Main office location
Torrey Wealth, LLC
4660 La Jolla Village Dr, Suite 100
San Diego CA 92122, United States
Number of offices
1
Most active in
Torrey Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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