Wealth Analytics Partners, LLC

CRD 140115 · San Diego, CA · $316.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 140115
SEC number: 801-66566
Firm type: RIA
Assets under management: $316.0M as of Jun 29, 2026
Website: wealthanalytics.com ↗
Phone: 858-794-2100
Address: 12526 High Bluff Dr., San Diego, CA, 92130

Advisors at this firm

5 in our index · page 1 of 1

Brittany Susan AndersonCRD 7694561 · San Diego, CA

IA Registered
Troy Brinckley DaumCRD 1287128 · San Diego, CA

IA Registered
Constance Marie MitchellCRD 7743558 · San Diego, CA

IA Registered
Jeff Walter PooleCRD 2953212 · San Diego, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Megan SperryCRD 7633656 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

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