WEALTH ANALYTICS PARTNERS, LLC
CRD #140115 SEC #801-66566 SAN DIEGO, CA 858-794-2100
SEC Registered
Total AUM
$283.2M
Discretionary
$283.2M
Employees
6
Clients
10
Accounts
440
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $283.2M | $283.2M | $0 | 6 | 0 |
| Dec 2024 | $237.7M | $237.7M | $0 | 6 | 0 |
| May 2024 | $237.7M | $237.7M | $0 | 6 | 0 |
| Feb 2024 | $237.7M | $237.7M | $0 | 6 | 0 |
| Feb 2024 | $237.7M | $237.7M | $0 | 6 | 0 |
| Nov 2023 | $209M | $209M | $0 | 7 | 3 |
| Feb 2023 | $209M | $209M | $0 | 7 | 3 |
| Feb 2022 | $250.2M | $250.2M | $0 | 5 | 0 |
| Feb 2022 | $250.2M | $250.2M | $0 | 5 | 0 |
| Feb 2021 | $213.1M | $213.1M | $0 | 5 | 0 |
| Sep 2020 | $191.9M | $191.9M | $0 | 5 | 0 |
| Jun 2020 | $191.9M | $191.9M | $0 | 5 | 0 |
| Apr 2020 | $191.9M | $191.9M | $0 | 5 | 0 |
| Feb 2020 | $191.9M | $191.9M | $0 | 5 | 0 |
| Feb 2020 | $170.1M | $170.1M | $0 | 5 | 0 |
| Jul 2019 | $170.1M | $170.1M | $0 | 5 | 0 |
| Aug 2018 | $150M | $150M | $0 | 5 | 0 |
| Sep 2017 | $164.5M | $164.5M | $0 | 5 | 200 |
| Jul 2016 | $158.2M | $120.3M | $37.9M | 7 | 100 |
| Apr 2016 | $143M | $112M | $31M | 5 | 100 |
| Aug 2015 | $177M | $144.6M | $32.4M | 5 | 100 |
| Aug 2015 | $177M | $144.6M | $32.4M | 5 | 100 |
| Aug 2015 | $177M | $144.6M | $32.4M | 5 | 100 |
| Jun 2015 | $154.4M | $122M | $32.4M | 5 | 118 |
| Feb 2015 | $154.4M | $122M | $32.4M | 5 | 118 |
| Sep 2014 | $154.4M | $122M | $32.4M | 6 | 118 |
| Sep 2013 | $127.5M | $96.1M | $31.4M | 6 | 200 |
| Aug 2012 | $113M | $113M | $0 | 1 | 26 |
| Mar 2012 | $91.2M | $91.2M | $0 | 1 | 26 |
| Jun 2011 | $65.2M | $65.2M | $0 | 5 | -- |
| Sep 2010 | $65.2M | $65.2M | $0 | 5 | -- |
| Jun 2010 | $48.2M | $48.2M | $0 | 5 | -- |
| Aug 2007 | $53.2M | $52.4M | $800.5K | 5 | -- |
| Apr 2007 | $39.8M | $0 | $39.8M | 5 | -- |
DateMar 2025
Total AUM$283.2M
Discretionary$283.2M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees6
Clients0
DateMay 2024
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees7
Clients3
DateFeb 2023
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees7
Clients3
DateFeb 2022
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$213.1M
Discretionary$213.1M
Non-Disc.$0
Employees5
Clients0
DateSep 2020
Total AUM$191.9M
Discretionary$191.9M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$191.9M
Discretionary$191.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$191.9M
Discretionary$191.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$191.9M
Discretionary$191.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2020
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2018
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees5
Clients200
DateJul 2016
Total AUM$158.2M
Discretionary$120.3M
Non-Disc.$37.9M
Employees7
Clients100
DateApr 2016
Total AUM$143M
Discretionary$112M
Non-Disc.$31M
Employees5
Clients100
DateAug 2015
Total AUM$177M
Discretionary$144.6M
Non-Disc.$32.4M
Employees5
Clients100
DateAug 2015
Total AUM$177M
Discretionary$144.6M
Non-Disc.$32.4M
Employees5
Clients100
DateAug 2015
Total AUM$177M
Discretionary$144.6M
Non-Disc.$32.4M
Employees5
Clients100
DateJun 2015
Total AUM$154.4M
Discretionary$122M
Non-Disc.$32.4M
Employees5
Clients118
DateFeb 2015
Total AUM$154.4M
Discretionary$122M
Non-Disc.$32.4M
Employees5
Clients118
DateSep 2014
Total AUM$154.4M
Discretionary$122M
Non-Disc.$32.4M
Employees6
Clients118
DateSep 2013
Total AUM$127.5M
Discretionary$96.1M
Non-Disc.$31.4M
Employees6
Clients200
DateAug 2012
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$65.2M
Discretionary$65.2M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$53.2M
Discretionary$52.4M
Non-Disc.$800.5K
Employees5
Clients--
DateApr 2007
Total AUM$39.8M
Discretionary$0
Non-Disc.$39.8M
Employees5
Clients--