Unclaimed Profile

Troy Brinckley Daum

WEALTH ANALYTICS PARTNERS, LLC·SAN DIEGO, California

Series 6, Series 7, Series 22, Series 24, Series 26, Series 62, Series 63, Series 65Clean record24 years registeredWEALTH ANALYTICS PARTNERS, LLC

12730 HIGH BLUFF DR, SAN DIEGO, CA 92130CRD# 1287128Firm CRD# 140115

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Troy Brinckley Daum · SAN DIEGO, CA

Registration

CRD #1287128 · WEALTH ANALYTICS PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTH ANALYTICS PARTNERS, LLC

Apr 2007 – present

WEALTH ANALYTICS, INC.

Sep 2003 – Apr 2007

SAN DIEGO, CA

HORNOR, TOWNSEND & KENT, INC.

May 2002 – Jul 2004

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 26

Series 62

Series 63

Series 65

Registration record

First registered · May 14, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH ANALYTICS PARTNERS, LLC

CRD 140115 · SEC 801-66566

AUM

$238M

Regulatory assets under management

Employees

162 client accounts

Services offered by WEALTH ANALYTICS PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH ANALYTICS PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Troy Brinckley Daum offer?

Troy Brinckley Daum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Troy Brinckley Daum's credentials?

Troy Brinckley Daum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Troy Brinckley Daum located?

Troy Brinckley Daum is based in SAN DIEGO, California, working with WEALTH ANALYTICS PARTNERS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Troy Brinckley Daum charge for services?

Troy Brinckley Daum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ANALYTICS PARTNERS, LLC?

WEALTH ANALYTICS PARTNERS, LLC has approximately 6 employees and manages $238M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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