MERRITHEW & THORSTEN, INC.

MERRITHEW & THORSTEN, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 133563). Regulatory assets under management: $155.0M.

Registration

• CRD: 133563
• SEC file number: 801-121274
• Type: Registered investment adviser
• Location: 9820 WILLOW CREEK ROAD, SUITE 200, SAN DIEGO, CA, 92131
• Phone: 858-547-1845
• Latest filing: 2026-02-10
• Regulatory AUM: $155.0M
• Discretionary AUM: $155.0M
• Clients: 2
• Accounts: 372

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133563 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search