Investment adviser · CRD 140115
WEALTH ANALYTICS PARTNERS, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $316M Form ADV · Item 5.F
- Client accounts
- 494 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 88 | $272,447,533 | 86.2% |
| Individuals | 93 | $33,882,180 | 10.7% |
| Retirement plans | 1 | $5,198,393 | 1.6% |
| Charities | 2 | $4,479,153 | 1.4% |
Filing source
Form ADV 2115700 · Jun 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12526 HIGH BLUFF DR., SUITE 238SAN DIEGO, CA, 92130, United States
CRD 140115
Filing source
Form ADV 2115700 · Jun 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.