PETIX & BOTTE FINANCIAL

Legal name: PETIX & BOTTE COMPANY

CRD 170020File 801-79597

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$411.9M

Below cohort median (national)

Discretionary AUM

$411.9M

Clients

473

783 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: May 5, 2014
Principal office: 7777 ALVARADO ROAD, SUITE 520, LA MESA, CA, 91942
Phone: 619-698-6500
Website: HTTPS://WWW.FACEBOOK.COM/PETIX-BOTTE-FINANCIAL-440817739303751/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $411.9M
Discretionary AUM: $411.9M
Non-discretionary AUM: $0
Discretionary accounts: 783
Non-discretionary accounts: 0
Total accounts: 783
AUM per client: $871K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$389K
High net worth individuals	261	$339.0M
Pension and profit sharing plans	Fewer than 5	$2.6M
Individuals (other than high net worth individuals)	212	$69.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.