# WESTERN FINANCIAL CORPORATION

WESTERN FINANCIAL CORPORATION of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 6118
- Type: SEC-registered investment adviser
- SEC file number: 801-117841
- Location: 13400 SABRE SPRINGS PARKWAY, STE. 170, SAN DIEGO, CA, 92128
- Phone: 619-544-0260
- Latest filing: 2026-05-13
- Regulatory AUM: $309.2M
- Discretionary AUM: $309.2M
- Clients: 6
- Accounts: 398

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Richard Steven Levenson | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015) | — |
| TURLEY SANDIE | CFO/FINOP/PRIN FIN OFFICER/PRIN OPS OFFICER | — |
| LEVENSON HOWARD BOYD | CHAIRMAN | — |
| LEVENSON RICHARD STEVEN | PRESIDENT, CEO, CCO & CIO (SINCE 12/2016), TRUSTEE OF THE RICHARD S. LEVENSON TRUST U/A 12/02/2014 (SINCE 04/2015); PRESIDENT, CEO, CCO & RIA CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/6118/brochure
- Similar advisers: https://search.stillhousedata.com/firm/6118/similar
- Related entities: https://search.stillhousedata.com/firm/6118/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/6118

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.