Torrey-payne Wealth Management
SEC RegisteredOur clients are the heart of our business.
About the firm
Torrey-Payne Wealth Management is a seasoned wealth management firm located in Pasadena, California. Their approach is to take a complicated part of your life and make it easier to manage and understand, partnering with clients to make smart and informed decisions with their money.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, and Retirement Planning. They assist with planning and preparing for financial goals on an ongoing basis, help manage money for those who do not have the time, interest, or expertise to do so on their own, and help assess financial situations and create plans aligned with retirement goals.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 179 | $79M |
| High Net Worth Individuals | 58 | $106M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $999,999 | 1.00% |
| $1,000,000 - $2,499,999 | 0.75% |
| $2,500,000 - $4,999,999 | 0.50% |
| $5,000,000 and Above | 0.25% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Torrey-payne Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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