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WFA OF SAN DIEGO
Legal name: WFA OF SAN DIEGO, LLC
CRD 307404File 801-118131
APPROVED
Retail clients
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$206.9M
Below cohort median (national)
Discretionary AUM
$176.7M
Non-discretionary $30.2M
Clients
263
457 accounts
Employees
5
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 27, 2020
- Principal office
- 2251 SAN DIEGO AVE, SUITE B-257, SAN DIEGO, CA, 92110
- Phone
- (619) 491-0225
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $206.9M
- Discretionary AUM
- $176.7M
- Non-discretionary AUM
- $30.2M
- Discretionary accounts
- 416
- Non-discretionary accounts
- 41
- Total accounts
- 457
- AUM per client
- $787K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.0M |
| High net worth individuals | 88 | $165.0M |
| Pension and profit sharing plans | Fewer than 5 | $662K |
| Individuals (other than high net worth individuals) | 172 | $37.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — FINANCIAL PLANNNING FEE
- 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
- No
- 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 11This 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.