Assets Under Management
$283.2M
Number of Clients
168
Number of Advisors
5
Average Client AUM
$1.7M
AUM per Advisor
$56.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Analytics Partners, LLC is a fee-only firm offering investment management and financial planning. They work with clients to set goals and implement action plans, reviewing financial situations and portfolios regularly. The firm manages assets on a discretionary basis and does not sell securities on a commission basis.
12730 High Bluff Dr, Suite 260, San Diego, CA, 92130