# TOR Wealth Advisors, LLC

> TOR Wealth Advisors, LLC is a state-registered investment advisory firm in Folsom, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 319761
- Filed as: TOR WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Folsom, CA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319761
- AdvisorCensus page: https://advisorcensus.com/firm/tor-wealth-advisors-llc-folsom-ca-319761

## Quick answers

**How is TOR Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), TOR Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is TOR Wealth Advisors, LLC located?**
TOR Wealth Advisors, LLC's principal office is in Folsom, CA, according to its Form ADV.

**Is TOR Wealth Advisors, LLC registered with the SEC or a state?**
TOR Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319761.

**How much does TOR Wealth Advisors, LLC manage?**
TOR Wealth Advisors, LLC reports $81,000,000 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does TOR Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does TOR Wealth Advisors, LLC 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/319761

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $81,000,000
- Discretionary: $81,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $18,000,000 |
| High net worth individuals | 15 | $47,000,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $8,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $8,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- torwealth.com
- LinkedIn @tor-wealth
- LinkedIn @nathantorinus

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TOR Wealth Advisors, LLC (CRD 319761): Form ADV filing data as of October 2026.