WESTERN FINANCIAL CORPORATION
CRD #6118 SEC #801-117841 SAN DIEGO, CA 619-544-0260
SEC Registered
Total AUM
$309.2M
Discretionary
$309.2M
Employees
6
Clients
1
Accounts
398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $309.2M | $309.2M | $0 | 6 | 0 |
| Jul 2025 | $282.5M | $282.5M | $0 | 6 | 0 |
| Oct 2024 | $261.4M | $261.4M | $0 | 5 | 0 |
| Nov 2023 | $200.3M | $200.3M | $0 | 5 | 0 |
| Jan 2023 | $201.1M | $201.1M | $0 | 6 | 0 |
| Oct 2022 | $185.1M | $185.1M | $0 | 6 | 0 |
| Nov 2021 | $254.5M | $254.5M | $0 | 6 | 0 |
| Jul 2021 | $223.7M | $223.7M | $0 | 6 | 0 |
| Nov 2020 | $183.9M | $183.9M | $0 | 6 | 0 |
| Jul 2020 | $150.3M | $150.3M | $0 | 6 | 0 |
| Jun 2020 | $127M | $127M | $0 | 6 | 0 |
| Dec 2019 | $127M | $127M | $0 | 6 | 0 |
| Nov 2019 | $127M | $127M | $0 | 6 | 0 |
DateOct 2025
Total AUM$309.2M
Discretionary$309.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$282.5M
Discretionary$282.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$261.4M
Discretionary$261.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$200.3M
Discretionary$200.3M
Non-Disc.$0
Employees5
Clients0
DateJan 2023
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$223.7M
Discretionary$223.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2020
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$150.3M
Discretionary$150.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees6
Clients0
DateDec 2019
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees6
Clients0