WOLFF WIESE MAGANA LLC
Legal name: WWM FINANCIAL
CRD #157620 SEC #801-72588 CARSLBAD, CA (760) 692-5190
SEC Registered
Total AUM
$342.1M
Discretionary
$312M
Employees
8
Clients
11
Accounts
1,548
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $342.1M | $312M | $30.1M | 8 | 0 |
| Mar 2025 | $342.1M | $312M | $30.1M | 8 | 0 |
| Mar 2025 | $342.1M | $312M | $30.1M | 8 | 0 |
| Mar 2024 | $279.4M | $252.5M | $26.9M | 7 | 0 |
| Mar 2024 | $279.4M | $252.5M | $26.9M | 7 | 0 |
| Oct 2023 | $298.2M | $283.5M | $14.8M | 8 | 0 |
| Mar 2023 | $298.2M | $283.5M | $14.8M | 8 | 0 |
| Jul 2022 | $341.3M | $323.7M | $17.6M | 7 | 0 |
| Apr 2022 | $341.3M | $323.7M | $17.6M | 7 | 0 |
| Mar 2022 | $341.3M | $323.7M | $17.6M | 7 | 0 |
| Jan 2022 | $289.3M | $274.3M | $15M | 7 | 0 |
| Nov 2021 | $289.3M | $274.3M | $15M | 7 | 0 |
| Jan 2021 | $289.3M | $274.3M | $15M | 7 | 0 |
| Oct 2020 | $249.1M | $235.4M | $13.8M | 6 | 0 |
| Jun 2020 | $249.1M | $235.4M | $13.8M | 6 | 0 |
| Mar 2020 | $249.1M | $235.4M | $13.8M | 6 | 0 |
| Oct 2019 | $140M | $128.6M | $11.4M | 6 | 0 |
| Feb 2019 | $140M | $128.6M | $11.4M | 6 | 0 |
| Nov 2018 | $136.7M | $121.8M | $15M | 6 | 0 |
| Mar 2018 | $136.7M | $121.8M | $15M | 6 | 0 |
| Mar 2018 | $136.7M | $121.8M | $15M | 6 | 0 |
| Feb 2017 | $120.8M | $96.5M | $24.3M | 6 | 334 |
| Jul 2016 | $118.7M | $96.8M | $21.9M | 7 | 300 |
| Mar 2016 | $118.7M | $96.8M | $21.9M | 7 | 300 |
| Mar 2016 | $118.7M | $96.8M | $21.9M | 7 | 300 |
| Jul 2015 | $124.2M | $95.4M | $28.8M | 7 | 300 |
| Apr 2015 | $124.2M | $95.4M | $28.8M | 7 | 300 |
| Jan 2015 | $124.2M | $95.4M | $28.8M | 7 | 300 |
| Dec 2014 | $119.3M | $90M | $29.3M | 7 | 300 |
| Nov 2014 | $119.3M | $90M | $29.3M | 7 | 300 |
| Mar 2014 | $119.3M | $90M | $29.3M | 7 | 300 |
| Feb 2014 | $119.3M | $90M | $29.3M | 7 | 300 |
| Aug 2013 | $109.1M | $83.5M | $25.7M | 6 | 300 |
| Jun 2013 | $97.8M | $73M | $24.8M | 6 | 300 |
| Jan 2013 | $97.8M | $73M | $24.8M | 6 | 300 |
| Nov 2012 | $100.3M | $75.3M | $25.1M | 4 | 0 |
| Mar 2012 | $100.3M | $75.3M | $25.1M | 1 | 0 |
| Nov 2011 | $82.6M | $61M | $21.6M | 1 | 0 |
| Nov 2011 | $82.6M | $61M | $21.6M | 1 | 0 |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$342.1M
Discretionary$312M
Non-Disc.$30.1M
Employees8
Clients0
DateMar 2025
Total AUM$342.1M
Discretionary$312M
Non-Disc.$30.1M
Employees8
Clients0
DateMar 2025
Total AUM$342.1M
Discretionary$312M
Non-Disc.$30.1M
Employees8
Clients0
DateMar 2024
Total AUM$279.4M
Discretionary$252.5M
Non-Disc.$26.9M
Employees7
Clients0
DateMar 2024
Total AUM$279.4M
Discretionary$252.5M
Non-Disc.$26.9M
Employees7
Clients0
DateOct 2023
Total AUM$298.2M
Discretionary$283.5M
Non-Disc.$14.8M
Employees8
Clients0
DateMar 2023
Total AUM$298.2M
Discretionary$283.5M
Non-Disc.$14.8M
Employees8
Clients0
DateJul 2022
Total AUM$341.3M
Discretionary$323.7M
Non-Disc.$17.6M
Employees7
Clients0
DateApr 2022
Total AUM$341.3M
Discretionary$323.7M
Non-Disc.$17.6M
Employees7
Clients0
DateMar 2022
Total AUM$341.3M
Discretionary$323.7M
Non-Disc.$17.6M
Employees7
Clients0
DateJan 2022
Total AUM$289.3M
Discretionary$274.3M
Non-Disc.$15M
Employees7
Clients0
DateNov 2021
Total AUM$289.3M
Discretionary$274.3M
Non-Disc.$15M
Employees7
Clients0
DateJan 2021
Total AUM$289.3M
Discretionary$274.3M
Non-Disc.$15M
Employees7
Clients0
DateOct 2020
Total AUM$249.1M
Discretionary$235.4M
Non-Disc.$13.8M
Employees6
Clients0
DateJun 2020
Total AUM$249.1M
Discretionary$235.4M
Non-Disc.$13.8M
Employees6
Clients0
DateMar 2020
Total AUM$249.1M
Discretionary$235.4M
Non-Disc.$13.8M
Employees6
Clients0
DateOct 2019
Total AUM$140M
Discretionary$128.6M
Non-Disc.$11.4M
Employees6
Clients0
DateFeb 2019
Total AUM$140M
Discretionary$128.6M
Non-Disc.$11.4M
Employees6
Clients0
DateNov 2018
Total AUM$136.7M
Discretionary$121.8M
Non-Disc.$15M
Employees6
Clients0
DateMar 2018
Total AUM$136.7M
Discretionary$121.8M
Non-Disc.$15M
Employees6
Clients0
DateMar 2018
Total AUM$136.7M
Discretionary$121.8M
Non-Disc.$15M
Employees6
Clients0
DateFeb 2017
Total AUM$120.8M
Discretionary$96.5M
Non-Disc.$24.3M
Employees6
Clients334
DateJul 2016
Total AUM$118.7M
Discretionary$96.8M
Non-Disc.$21.9M
Employees7
Clients300
DateMar 2016
Total AUM$118.7M
Discretionary$96.8M
Non-Disc.$21.9M
Employees7
Clients300
DateMar 2016
Total AUM$118.7M
Discretionary$96.8M
Non-Disc.$21.9M
Employees7
Clients300
DateJul 2015
Total AUM$124.2M
Discretionary$95.4M
Non-Disc.$28.8M
Employees7
Clients300
DateApr 2015
Total AUM$124.2M
Discretionary$95.4M
Non-Disc.$28.8M
Employees7
Clients300
DateJan 2015
Total AUM$124.2M
Discretionary$95.4M
Non-Disc.$28.8M
Employees7
Clients300
DateDec 2014
Total AUM$119.3M
Discretionary$90M
Non-Disc.$29.3M
Employees7
Clients300
DateNov 2014
Total AUM$119.3M
Discretionary$90M
Non-Disc.$29.3M
Employees7
Clients300
DateMar 2014
Total AUM$119.3M
Discretionary$90M
Non-Disc.$29.3M
Employees7
Clients300
DateFeb 2014
Total AUM$119.3M
Discretionary$90M
Non-Disc.$29.3M
Employees7
Clients300
DateAug 2013
Total AUM$109.1M
Discretionary$83.5M
Non-Disc.$25.7M
Employees6
Clients300
DateJun 2013
Total AUM$97.8M
Discretionary$73M
Non-Disc.$24.8M
Employees6
Clients300
DateJan 2013
Total AUM$97.8M
Discretionary$73M
Non-Disc.$24.8M
Employees6
Clients300
DateNov 2012
Total AUM$100.3M
Discretionary$75.3M
Non-Disc.$25.1M
Employees4
Clients0
DateMar 2012
Total AUM$100.3M
Discretionary$75.3M
Non-Disc.$25.1M
Employees1
Clients0
DateNov 2011
Total AUM$82.6M
Discretionary$61M
Non-Disc.$21.6M
Employees1
Clients0
DateNov 2011
Total AUM$82.6M
Discretionary$61M
Non-Disc.$21.6M
Employees1
Clients0
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--