Torrey Wealth, LLC
SEC RegisteredAbout the firm
Torrey Wealth is a Registered Investment Advisory (RIA) firm that provides financial planning and investment management services. They operate as a fiduciary, with a fundamental obligation to act in their clients' best interests. Their process begins with understanding clients' life goals and crafting personalized financial and investment strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Torrey Wealth offers financial planning (including saving strategies, tax minimization guidance, charitable giving, estate planning, legacy planning, college savings, and insurance) and investment management (diversified portfolios using low-cost stock index and fixed-income investments, with rebalancing, tax-loss harvesting, and strategic withdrawal opportunities). They also emphasize a service culture with prompt responsiveness and a fiduciary commitment.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $4.1M |
| High Net Worth Individuals | 67 | $173M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 11, 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 Wealth, LLC 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched