# Torrey-Payne Wealth Management

> Torrey-Payne Wealth Management is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 336703
- Filed as: TORREY-PAYNE WEALTH MANAGEMENT
- Legal name: Torrey-Payne Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336703
- AdvisorCensus page: https://advisorcensus.com/firm/torrey-payne-wealth-management-pasadena-ca-336703

## Quick answers

**How is Torrey-Payne Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Torrey-Payne Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Torrey-Payne Wealth Management located?**
Torrey-Payne Wealth Management's principal office is in Pasadena, CA, according to its Form ADV.

**Is Torrey-Payne Wealth Management registered with the SEC or a state?**
Torrey-Payne Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336703.

**How much does Torrey-Payne Wealth Management manage?**
Torrey-Payne Wealth Management reports $184,754,039 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Torrey-Payne Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Torrey-Payne Wealth Management: Regulatory assets under management: $0 in the October 2025 data and $184,754,039 in the October 2026 data. Total employees: 1 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Torrey-Payne Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179); high net worth individuals (58).

**Which custodians does Torrey-Payne Wealth Management use?**
Torrey-Payne Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Torrey-Payne Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336703

**Does Torrey-Payne Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Torrey-Payne Wealth Management does not have an account minimum."

**What changed in Torrey-Payne Wealth Management's recent Form ADV filings?**
In the December 2025 filing data: Regulatory assets under management went from $0 to $180,310,073. Registered or notice-filed in AZ, ID, NV, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> Torrey-Payne Wealth Management does not have an account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $184,754,039
- Discretionary: $184,754,039
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 179 | $79,005,710 |
| High net worth individuals | 58 | $105,748,329 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- torreypaynewm.com
- LinkedIn @jason-torrey-payne-5615034

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 1 | July 16, 2025 |
| October 2026 | $184,754,039 | 2 | March 6, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $184,754,039 in the October 2026 data.
Total employees: 1 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Regulatory assets under management went from $0 to $180,310,073.
- Registered or notice-filed in AZ, ID, NV, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Torrey-Payne Wealth Management (CRD 336703): Form ADV filing data as of October 2026.