{
  "crd_number": 140115,
  "slug": "wealth-analytics-partners-llc-san-diego-ca-140115",
  "primary_business_name": "WEALTH ANALYTICS PARTNERS, LLC",
  "legal_name": "WEALTH ANALYTICS PARTNERS, LLC",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2006-05-03",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-06-29",
  "carried_forward": false,
  "raum_total": 316007259.0,
  "raum_discretionary": 316007259.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 4479153.0,
      "count": 2
    },
    "individuals": {
      "raum": 33882180.0,
      "count": 93
    },
    "pension_profit_sharing": {
      "raum": 5198393.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 272447533.0,
      "count": 88
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "HI",
    "TX"
  ],
  "websites": [
    "https://facebook.com/WEALTH-ANALYTICS-952791138144760",
    "https://linkedin.com/COMPANY/WEALTH-ANALYTICS",
    "https://mobile.twitter.com/wealthanalytics",
    "https://wealthanalytics.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140115",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/wealth-analytics-partners-llc-san-diego-ca-140115",
  "display_name": "Wealth Analytics Partners, LLC",
  "summary": "Wealth Analytics Partners, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 29, 2026.",
  "citation": "AdvisorCensus. Wealth Analytics Partners, LLC (CRD 140115): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Analytics Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Analytics Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Wealth Analytics Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 29, 2026 states: Asset-based fee: 0.45% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wealth Analytics Partners, LLC located?",
      "a": "Wealth Analytics Partners, LLC's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is Wealth Analytics Partners, LLC registered with the SEC or a state?",
      "a": "Wealth Analytics Partners, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140115."
    },
    {
      "q": "How much does Wealth Analytics Partners, LLC manage?",
      "a": "Wealth Analytics Partners, LLC reports $316,007,259 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Wealth Analytics Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Wealth Analytics Partners, LLC: Regulatory assets under management: $213,143,348 in the October 2021 data and $316,007,259 in the October 2026 data, up 48%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wealth Analytics Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (88); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Wealth Analytics Partners, LLC use?",
      "a": "Wealth Analytics Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC, Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealth Analytics Partners, LLC report any disciplinary disclosures?",
      "a": "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/140115"
    },
    {
      "q": "Does Wealth Analytics Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 29, 2026 says: \"The Adviser requires a minimum of $1,000,000 to establish a new advisory account; however, the minimum may be waived at the sole discretion of the Adviser.\""
    },
    {
      "q": "What changed in Wealth Analytics Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $283,245,045 to $316,007,259 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 213143348.0,
      "total_employees": 5,
      "filing_date": "2021-02-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 250248174.0,
      "total_employees": 5,
      "filing_date": "2022-02-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 209013376.0,
      "total_employees": 7,
      "filing_date": "2023-02-02"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 237732043.0,
      "total_employees": 6,
      "filing_date": "2024-05-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 283245045.0,
      "total_employees": 6,
      "filing_date": "2025-03-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 316007259.0,
      "total_employees": 6,
      "filing_date": "2026-06-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $283,245,045 to $316,007,259 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.45% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.45% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Fees for asset management services are negotiable and generally range from .45% to 1.25% per year of the assets under management."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Adviser requires a minimum of $1,000,000 to establish a new advisory account; however, the minimum may be waived at the sole discretion of the Adviser."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.45,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Fees for asset management services are negotiable and generally range from .45% to 1.25% per year of the assets under management.",
      "The Adviser requires a minimum of $1,000,000 to establish a new advisory account; however, the minimum may be waived at the sole discretion of the Adviser."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wealth-analytics-partners-llc-san-diego-ca-140115.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 93,
      "fewer_than_5": false,
      "raum": 33882180.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 88,
      "fewer_than_5": false,
      "raum": 272447533.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 5198393.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 4479153.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/140115",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}