AdvisorOS Directory
Claim Profile
Unclaimed Profile
EB

Edward Joseph Butorac

BUTORAC WEALTH MANAGEMENT INC·SHERMAN VILLAGE, California
SIE, Series 7, Series 6329 years registeredBUTORAC WEALTH MANAGEMENT INC
12629 RIVERSIDE DRIVE, SUITE 335, SHERMAN VILLAGE, CA 91607CRD# 2626351Firm CRD# 282013

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Joseph Butorac · SHERMAN VILLAGE, CA
Registration
CRD #2626351 · BUTORAC WEALTH MANAGEMENT INC · 29 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BUTORAC WEALTH MANAGEMENT INC
BUTORAC WEALTH MANAGEMENT INC
Jan 2016 – May 2023
RANCHO MIRAGE, CA
FINANCIAL WEST GROUP
Sep 2009 – Dec 2015
LOS ANGELES, CA
SFE INVESTMENT COUNSEL INC.
Nov 2007 – Sep 2009
LOS ANGELES, CA
SFE INVESTMENT COUNSEL
Jul 1997 – Nov 2008
LOS ANGELES, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

2015Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BUTORAC WEALTH MANAGEMENT INC
CRD 282013 · SEC 801-106936
AUM
$45M
Regulatory assets under management
Employees
2
179 client accounts
Services offered by BUTORAC WEALTH MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BUTORAC WEALTH MANAGEMENT INC →
Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SHERMAN VILLAGE?

Browse all registered financial advisors in SHERMAN VILLAGE, California or claim this profile if it's yours.

Browse SHERMAN VILLAGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Edward Joseph Butorac offer?
Edward Joseph Butorac specializes in Financial Planning, Investment Management.
What are Edward Joseph Butorac's credentials?
Edward Joseph Butorac is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Joseph Butorac located?
Edward Joseph Butorac is based in SHERMAN VILLAGE, California, last registered with BUTORAC WEALTH MANAGEMENT INC.
How does Edward Joseph Butorac charge for services?
Edward Joseph Butorac's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BUTORAC WEALTH MANAGEMENT INC?
BUTORAC WEALTH MANAGEMENT INC has approximately 2 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BUTORAC WEALTH MANAGEMENT INC

Mark Stephen Sauer
SHERMAN VILLAGE, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile