WFA OF SAN DIEGO, LLC
Legal name: WFA OF SAN DIEGO
CRD #307404 SEC #801-118131 SAN DIEGO, CA (619) 491-0225
SEC Registered
Total AUM
$177.8M
Discretionary
$140.6M
Employees
5
Clients
10
Accounts
359
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $177.8M | $140.6M | $37.1M | 5 | 0 |
| Feb 2025 | $172.6M | $138.9M | $33.7M | 5 | 0 |
| Jul 2024 | $172.6M | $138.9M | $33.7M | 5 | 0 |
| May 2024 | $172.6M | $138.9M | $33.7M | 5 | 0 |
| May 2024 | $172.6M | $138.9M | $33.7M | 5 | 0 |
| Mar 2024 | $172.6M | $138.9M | $33.7M | 5 | 0 |
| Nov 2023 | $201M | $174.3M | $26.7M | 5 | 0 |
| Apr 2023 | $201M | $174.3M | $26.7M | 5 | 0 |
| Mar 2023 | $201M | $174.3M | $26.7M | 5 | 0 |
| Mar 2023 | $201M | $174.3M | $26.7M | 5 | 0 |
| Jul 2022 | $273.8M | $241M | $32.8M | 7 | 0 |
| Mar 2022 | $273.8M | $241M | $32.8M | 7 | 0 |
| Jan 2022 | $264.7M | $231.8M | $32.9M | 7 | 0 |
| May 2021 | $264.7M | $231.8M | $32.9M | 7 | 0 |
| May 2021 | $264.7M | $231.8M | $32.9M | 7 | 0 |
| Mar 2021 | $264.7M | $231.8M | $32.9M | 7 | 0 |
| Aug 2020 | $0 | $0 | $0 | 7 | 0 |
| Aug 2020 | $0 | $0 | $0 | 7 | 0 |
| Jul 2020 | $0 | $0 | $0 | 7 | 0 |
| Jul 2020 | $0 | $0 | $0 | 7 | 0 |
| Jul 2020 | $0 | $0 | $0 | 7 | 0 |
| Jun 2020 | $0 | $0 | $0 | 7 | 0 |
| Mar 2020 | $0 | $0 | $0 | 7 | 0 |
| Mar 2020 | $0 | $0 | $0 | 7 | 0 |
| Feb 2020 | $0 | $0 | $0 | 7 | 0 |
| Jan 2020 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$177.8M
Discretionary$140.6M
Non-Disc.$37.1M
Employees5
Clients0
DateFeb 2025
Total AUM$172.6M
Discretionary$138.9M
Non-Disc.$33.7M
Employees5
Clients0
DateJul 2024
Total AUM$172.6M
Discretionary$138.9M
Non-Disc.$33.7M
Employees5
Clients0
DateMay 2024
Total AUM$172.6M
Discretionary$138.9M
Non-Disc.$33.7M
Employees5
Clients0
DateMay 2024
Total AUM$172.6M
Discretionary$138.9M
Non-Disc.$33.7M
Employees5
Clients0
DateMar 2024
Total AUM$172.6M
Discretionary$138.9M
Non-Disc.$33.7M
Employees5
Clients0
DateNov 2023
Total AUM$201M
Discretionary$174.3M
Non-Disc.$26.7M
Employees5
Clients0
DateApr 2023
Total AUM$201M
Discretionary$174.3M
Non-Disc.$26.7M
Employees5
Clients0
DateMar 2023
Total AUM$201M
Discretionary$174.3M
Non-Disc.$26.7M
Employees5
Clients0
DateMar 2023
Total AUM$201M
Discretionary$174.3M
Non-Disc.$26.7M
Employees5
Clients0
DateJul 2022
Total AUM$273.8M
Discretionary$241M
Non-Disc.$32.8M
Employees7
Clients0
DateMar 2022
Total AUM$273.8M
Discretionary$241M
Non-Disc.$32.8M
Employees7
Clients0
DateJan 2022
Total AUM$264.7M
Discretionary$231.8M
Non-Disc.$32.9M
Employees7
Clients0
DateMay 2021
Total AUM$264.7M
Discretionary$231.8M
Non-Disc.$32.9M
Employees7
Clients0
DateMay 2021
Total AUM$264.7M
Discretionary$231.8M
Non-Disc.$32.9M
Employees7
Clients0
DateMar 2021
Total AUM$264.7M
Discretionary$231.8M
Non-Disc.$32.9M
Employees7
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0