Daniel Antonio Torres

Wellth Advisory Services, LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Wellth Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

77 advisors

Number of Clients

2,383 clients

Average Client Portfolio

$9.9M average

Assets Under Management

$23.6B

Fee Structure

Financial Planning:Investment management only

Location

San Carlos, CA

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Wellth Advisory Services, LLC

December 2024 - Present · 1 yr 2 mos

Previous Registrations

Global Retirement Partners LLC

September 2024 - January 2025 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.