TORREY-PAYNE WEALTH MANAGEMENT, LLC
Legal name: TORREY-PAYNE WEALTH MANAGEMENT
CRD #336703 SEC #801-133740 PASADENA, CA 626-657-3451
SEC Registered
Total AUM
$180.3M
Discretionary
$168.6M
Employees
1
Clients
0
Accounts
423
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 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 |
|---|---|---|---|---|
| TORREY-PAYNE, JASON, ALLAN | I | OWNER & CCO | E | Control |
| TORREY-PAYNE, JASON, ALLAN | I | OWNER & CCO | E | Control |
| TORREY-PAYNE, JASON, ALLAN | I | OWNER & CCO | E | Control |
| TORREY-PAYNE, JASON, ALLAN | I | OWNER & CCO | E | Control |
| TORREY-PAYNE, JASON, ALLAN | I | OWNER & CCO | E | Control |
| TORREY-PAYNE, JASON, ALLAN | I | OWNER & CCO | E | Control |
Registrations
Federal
IA
Oct 31, 2025 REGISTERED
Notice Filings (5)
AZ CA ID NV TX
Address
32 S RAYMOND AVESTE 2
PASADENA, CA 91105
United States
Phone: 626-657-3451