# Wealth Analytics Partners, LLC

> 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.

- CRD: 140115
- Filed as: WEALTH ANALYTICS PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140115
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-analytics-partners-llc-san-diego-ca-140115

## Quick answers

**How is Wealth Analytics Partners, LLC compensated?**
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).

**How much does Wealth Analytics Partners, LLC charge?**
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.

**Where is Wealth Analytics Partners, LLC located?**
Wealth Analytics Partners, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Wealth Analytics Partners, LLC registered with the SEC or a state?**
Wealth Analytics Partners, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 140115.

**How much does Wealth Analytics Partners, LLC manage?**
Wealth Analytics Partners, LLC reports $316,007,259 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Wealth Analytics Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Wealth Analytics Partners, LLC serve?**
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).

**Which custodians does Wealth Analytics Partners, LLC use?**
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.

**Does Wealth Analytics Partners, LLC 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/140115

**Does Wealth Analytics Partners, LLC state an account minimum?**
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."

**What changed in Wealth Analytics Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $283,245,045 to $316,007,259 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 29, 2026)

- Asset-based fee: 0.45% to 1.25% a year (a range, as the brochure states it)

> Fees for asset management services are negotiable and generally range from .45% to 1.25% per year of the assets under management.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

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

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

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: $316,007,259
- Discretionary: $316,007,259
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $33,882,180 |
| High net worth individuals | 88 | $272,447,533 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $5,198,393 |
| Charitable organizations | 2 | $4,479,153 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2006 (20 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, HI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthanalytics.com
- Facebook @WEALTH-ANALYTICS-952791138144760
- LinkedIn @WEALTH-ANALYTICS
- X @wealthanalytics

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $213,143,348 | 5 | February 2, 2021 |
| October 2022 | $250,248,174 | 5 | February 18, 2022 |
| October 2023 | $209,013,376 | 7 | February 2, 2023 |
| October 2024 | $237,732,043 | 6 | May 9, 2024 |
| October 2025 | $283,245,045 | 6 | March 4, 2025 |
| October 2026 | $316,007,259 | 6 | June 29, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $283,245,045 to $316,007,259 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Analytics Partners, LLC (CRD 140115): Form ADV filing data as of October 2026.