Wealth Analytics Partners LLC
Legal Name: WEALTH ANALYTICS PARTNERS, LLC
Full Contact Details
Wealth Analytics Partners LLC
12730 HIGH BLUFF DR, SUITE 260, SAN DIEGO, CA
858-794-2100
858-794-2109
Other Info
Wealth Analytics Partners LLC is a California-based limited liability company that has been approved by the U.S. Securities and Exchange Commission since May 3, 2006. The firm employs 5 people, 3 of whom are advisory roles, and serves an unknown number of clients.
Retirement Planning in San Diego & Orange County | Wealth Analytics
San Diego retirement planning firm with fee-only fiduciary financial advisors. We help clients transition from working to retirement
Direct Owners
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RICHARD JOHN TUDOR
PRINCIPAL/CHIEF COMPLIANCE OFFICER owns less than 5%
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STRATEGIC ASSET MANAGEMENT GROUP, LLC
OWNER owns more than 50% but less than 75%
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TROY BRINCKLEY DAUM
PRINCIPAL owns less than 5%
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WEALTH ANALYTICS, INC.
OWNER owns more than 25% but less than 50%
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JEFF WALTER POOLE
CHIEF COMPLIANCE OFFICER owns less than 5%
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WEALTH ANALYTICS CONSULTING, LLC
OWNER owns more than 10% but less than 25%
Indirect Owners
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RJ GORDON TUDOR
OWNER owns 75% or more
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TROY BRINCKLEY DAUM
OWNER owns 75% or more