← Directory
WESTERN FINANCIAL CORPORATION
CRD 6118File 801-117841
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$309.2M
Below cohort median (national)
Discretionary AUM
$309.2M
Clients
169
398 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 2, 2020
- Principal office
- 13400 SABRE SPRINGS PARKWAY, STE. 170, SAN DIEGO, CA, 92128
- Phone
- 619-544-0260
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $309.2M
- Discretionary AUM
- $309.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 398
- Non-discretionary accounts
- 0
- Total accounts
- 398
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $27.7M |
| Charitable organizations | Fewer than 5 | $1.0M |
| High net worth individuals | 106 | $261.9M |
| Pension and profit sharing plans | 8 | $10.5M |
| Individuals (other than high net worth individuals) | 49 | $8.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- Yes
- 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.