DBA: WFA OF SAN DIEGO
| Total AUM | $206.9M |
| Discretionary | $176.7M85% of AUM |
| Non-Discretionary | $30.2M |
| Client Accounts | 457 |
| Avg Account Size | $453K |
| Employees | 5 |
| Peak AUM | $273.8MMar 2022 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $207M | +16.4% | +1.0% | 4.8% | |
| Discretionary AUM | |||||
| Total AUM | $206.9M |
| Discretionary | $176.7M |
| Employees | 5 |
| Client Accounts | 457 |
| Client Range | 1-10 |
Address
2251 SAN DIEGO AVE
SAN DIEGO CA 92110
Phone
(619) 491-0225
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$177M
85.4% of AUM
Non-Discretionary
$30M
14.6% of AUM
Disc. mix ▲ 6.3pp vs 1 year ago
Total AUM
$207M
| $177M |
| +25.6% |
| +0.5% |
| 5.3% |
| Non-Disc. AUM | $30M | 18.7% | +4.1% | 1.7% |
| Total Accounts | 457 | +27.3% | 1.9% | 3.4% |
| Avg Account Size | $452,667.245 | 8.6% | +2.9% | 1.4% |
| Employees | 5 | 0.0% | 0.0% | 6.5% |
| AUM / Employee | $41M | +16.4% | +1.0% | +1.8% |
Client AUM Segments | |||||
| Wealth AUM | $202M | +15.9% | +0.6% | 5.0% | |
| Institutional AUM | $5M | +40.3% | +19.7% | +5.3% | |
Client Count Segments | |||||
| HNW Clients | 172 | +59.3% | +8.1% | +6.1% | |
| Institutional | 3 | +50.0% | — | — | |
| Individuals | 88 | +44.3% | +1.6% | 3.3% | |