WEALTH ANALYTICS PARTNERS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 140115). Regulatory assets under management: $316.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Troy Brinckley Daum | OWNER; PRINCIPAL | — |
| Jeff Walter Poole | CHIEF COMPLIANCE OFFICER; OWNER | — |
| DAUM TROY BRINCKLEY | OWNER; PRINCIPAL | — |
| TUDOR RJ GORDON | OWNER; PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| POOLE JEFF WALTER | CHIEF COMPLIANCE OFFICER; OWNER | — |