SATORI WEALTH MANAGEMENT, INC.

SATORI WEALTH MANAGEMENT, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 287979). Regulatory assets under management: $74.7M.

Registration

• CRD: 287979
• Type: Registered investment adviser
• Location: 4660 LA JOLLA VILLAGE DRIVE, SAN DIEGO, CA, 92122-4604
• Phone: (619) 305-0553
• Latest filing: 2026-04-27
• Regulatory AUM: $74.7M
• Discretionary AUM: $74.6M
• Non-discretionary AUM: $76K
• Clients: 2
• Accounts: 127

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287979 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search