TORREY WEALTH, LLC
CRD #310688 SEC #801-124794 SAN DIEGO, CA 858-732-5300
SEC Registered
Total AUM
$153.1M
Discretionary
$153.1M
Employees
1
Clients
10
Accounts
246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $153.1M | $153.1M | $0 | 1 | 2 |
| Feb 2024 | $126.6M | $124M | $2.6M | 1 | 1 |
| Feb 2023 | $98.4M | $98.4M | $0 | 1 | 0 |
| Mar 2022 | $102.4M | $102.4M | $0 | 1 | 2 |
| May 2021 | $38M | $38M | $0 | 1 | 0 |
| Apr 2021 | $38M | $38M | $0 | 1 | 0 |
| Apr 2021 | $38M | $38M | $0 | 1 | 0 |
| Mar 2021 | $38M | $38M | $0 | 1 | 0 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
| Nov 2020 | $0 | $0 | $0 | 1 | 0 |
| Oct 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees1
Clients2
DateFeb 2024
Total AUM$126.6M
Discretionary$124M
Non-Disc.$2.6M
Employees1
Clients1
DateFeb 2023
Total AUM$98.4M
Discretionary$98.4M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees1
Clients2
DateMay 2021
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees1
Clients0
DateApr 2021
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0