# Enrique Villalobos & Associates

> Enrique Villalobos & Associates is a state-registered investment advisory firm in West Covina, CA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 285049
- Filed as: ENRIQUE VILLALOBOS & ASSOCIATES
- Legal name: Villalobos, Enrique
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Covina, CA
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285049
- AdvisorCensus page: https://advisorcensus.com/firm/enrique-villalobos-and-associates-west-covina-ca-285049

## Quick answers

**How is Enrique Villalobos & Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Enrique Villalobos & Associates reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Enrique Villalobos & Associates located?**
Enrique Villalobos & Associates' principal office is in West Covina, CA, according to its Form ADV.

**Is Enrique Villalobos & Associates registered with the SEC or a state?**
Enrique Villalobos & Associates is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 285049.

**How much does Enrique Villalobos & Associates manage?**
Enrique Villalobos & Associates reports $6,551,434 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Enrique Villalobos & Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does Enrique Villalobos & Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285049

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,551,434
- Discretionary: $6,551,434
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,551,434 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Enrique Villalobos & Associates (CRD 285049): Form ADV filing data as of October 2026.