WESTERN GROWERS FINANCIAL SERVICES

WESTERN GROWERS FINANCIAL SERVICES of IRVINE, CA is an SEC-registered investment adviser (CRD 115115). Regulatory assets under management: $115.6M.

Registration

• CRD: 115115
• Type: Registered investment adviser
• Location: 6501 IRVINE CENTER DRIVE STE 100, IRVINE, CA, 92618
• Phone: 888-737-8483
• Latest filing: 2026-01-22
• Regulatory AUM: $115.6M
• Discretionary AUM: $21.2M
• Non-discretionary AUM: $94.4M
• Clients: 4
• Accounts: 281

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115115 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search