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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Oct 29, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEVENSON, HOWARD BOYD | I | CHAIRMAN | NA | Control |
| LEVENSON, HOWARD BOYD | I | CHAIRMAN | NA | Control |
| LEVENSON, HOWARD BOYD | I | CHAIRMAN | NA | Control |
| LEVENSON, RICHARD, STEVEN | I | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | NA | Control |
| LEVENSON, RICHARD, STEVEN | I | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | NA | Control |
| LEVENSON, RICHARD, STEVEN | I | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | NA | Control |
| LEVENSON, RICHARD, STEVEN | I | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | NA | Control |
| LEVENSON, RICHARD, STEVEN | I | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | NA | Control |
| LEVENSON, RICHARD, STEVEN | I | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | NA | Control |
| LEVENSON, RICHARD, STEVEN | I | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | NA | Control |
| LEVENSON, RICHARD, STEVEN | I | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | NA | Control |
| LEVENSON, RICHARD, STEVEN | I | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | NA | Control |
| TURLEY, SANDIE | I | CFO/FINOP/PRIN FIN OFFICER/PRIN OPS OFFICER | NA | Control |
| TURLEY, SANDIE | I | CFO/FINOP/PRIN FIN OFFICER/PRIN OPS OFFICER | NA | Control |
| TURLEY, SANDIE | I | CFO/FINOP/PRIN FIN OFFICER/PRIN OPS OFFICER | NA | Control |
| TURLEY, SANDIE | I | CFO/FINOP/PRIN FIN OFFICER/PRIN OPS OFFICER | NA | Control |
| LEVENSON, RICHARD STEVEN | I | PRESIDENT, CEO, CCO & RIA CHIEF INVESTMENT OFFICER | E | Control |
| LEVENSON, RICHARD STEVEN | I | PRESIDENT, CEO, CCO & RIA CHIEF INVESTMENT OFFICER | E | Control |
| LEVENSON, RICHARD STEVEN | I | PRESIDENT, CEO, CCO & RIA CHIEF INVESTMENT OFFICER | E | Control |
| LEVENSON, RICHARD STEVEN | I | PRESIDENT, CEO, CCO & RIA CHIEF INVESTMENT OFFICER | E | Control |
| RICHARD S. LEVENSON TRUST U/A 12/02/2014 | DE | SHAREHOLDER | E | Control |
| RICHARD S. LEVENSON TRUST U/A 12/02/2014 | DE | SHAREHOLDER | E | Control |
| RICHARD S. LEVENSON TRUST U/A 12/02/2014 | DE | SHAREHOLDER | E | Control |
| RICHARD S. LEVENSON TRUST U/A 12/02/2014 | DE | SHAREHOLDER | E | Control |
| RICHARD S. LEVENSON TRUST U/A 12/02/2014 | DE | SHAREHOLDER | E | Control |
| RICHARD S. LEVENSON TRUST U/A 12/02/2014 | DE | SHAREHOLDER | E | Control |
| RICHARD S. LEVENSON TRUST U/A 12/02/2014 | DE | SHAREHOLDER | E | Control |
| RICHARD S. LEVENSON TRUST U/A 12/02/2014 | DE | SHAREHOLDER | E | Control |
| RICHARD S. LEVENSON TRUST U/A 12/02/2014 | DE | SHAREHOLDER | E | Control |
Registrations
Federal
IA
Oct 29, 2025 REGISTERED
Notice Filings (3)
CA ID TX
Address
13400 SABRE SPRINGS PARKWAYSTE. 170
SAN DIEGO, CA 92128
United States
Phone: 619-544-0260