WEALTH ANALYTICS PARTNERS, LLC

SAN DIEGO, California·3 registered advisors·CRD# 140115

SEC# 801-665660858-794-2100

01

Firm Overview

AUM

$238M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WEALTH ANALYTICS PARTNERS, LLC

3 registered advisors

Jeff Walter Poole

SAN DIEGO, California

Rj Gordon Tudor

SAN DIEGO, California

Troy Brinckley Daum

SAN DIEGO, California

05

Office Locations

SAN DIEGO, California

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. WEALTH ANALYTICS PARTNERS, LLC (CRD# 140115) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.