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

Clients

Accounts

440

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 4, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
DAUM, TROY, BRINCKLEY	I	PRINCIPAL	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
POOLE, JEFF, WALTER	I	CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL/CHIEF COMPLIANCE OFFICER	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL	NA	Control
TUDOR, RICHARD JOHN, GORDON	I	PRINCIPAL	NA	Control
WEALTH ANALYTICS, INC.	DE	OWNER	E	Control
WEALTH ANALYTICS, INC.	DE	OWNER	E	Control
WEALTH ANALYTICS, INC.	DE	OWNER	E	Control
WEALTH ANALYTICS, INC.	DE	OWNER	E	Control
WEALTH ANALYTICS, INC.	DE	OWNER	E	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	D	Control
WEALTH ANALYTICS, INC.	DE	OWNER	D	Control
WEALTH ANALYTICS, INC.	DE	OWNER	D	Control
WEALTH ANALYTICS, INC.	DE	OWNER	D	Control
WEALTH ANALYTICS, INC.	DE	OWNER	D	Control
WEALTH ANALYTICS, INC.	DE	OWNER	D	Control
WEALTH ANALYTICS, INC.	DE	OWNER	D	Control
WEALTH ANALYTICS, INC.	DE	OWNER	D	Control
WEALTH ANALYTICS, INC.	DE	OWNER	D	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	C	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	C	Control
STRATEGIC ASSET MANAGEMENT GROUP, LLC	DE	OWNER	C	Control
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	C
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	C
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	C
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	C
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	C
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	C
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	C
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	C
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS, INC.	DE	OWNER	C	Control
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	B
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	B
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	B
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	B
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	B
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	B
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	B
WEALTH ANALYTICS CONSULTING, LLC	DE	OWNER	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
DAUM, TROY, BRINCKLEY	I	WEALTH ANALYTICS, INC.	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
POOLE, JEFF, WALTER	I	WEALTH ANALYTICS CONSULTING, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control
TUDOR, RJ, GORDON	I	STRATEGIC ASSET MANAGEMENT GROUP, LLC	E	Control

Registrations

Federal

Mar 4, 2025 REGISTERED

Notice Filings (4)

AZ CA HI TX

Address

12730 HIGH BLUFF DR
SUITE 260
SAN DIEGO, CA 92130
United States

Phone: 858-794-2100