CRD: 109340
LA Jolla Institute FOR Wealth Management
$45.2M Total AUM
$45.2M Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2012
- Office Locations
- 2
Office Locations
7946 Ivanhoe Avenue, Suite 214 LA Jolla CA
-- LA Jolla CA
About LA Jolla Institute FOR Wealth Management
La Jolla Institute for Wealth Management is a state-registered RIA based in La Jolla, serving clients across the San Diego metro area and Southern California. The firm provides independent investment counsel and inter-generational investment planning, typically implementing diversified portfolios using ETFs and public funds alongside fixed income. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$22.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
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Asset Classes
Momentum wave Prime
Custodian
Meridian
Investment Themes
Capital Matrix Vector meridian
Investment Vehicles
Optima
Services
Vital Signal Atlas vector Timber Harbor capital Glacier vertex Crest
Owner & Executives
M
MARTIN STANLEY JOHNSON
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #702199
- Ownership
- 75% or more
(390) 258-7490
frontier.matrix@valuecapital.com
in linkedin.com/in/radial-eagle
Showing 1 of 1 owners & executives
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A
Aiden Johnson
--
- CRD
- #7685641
(649) 253-2341
unison.fusion@pioneercapital.com
in linkedin.com/in/harbor-delta
E
ERIK MARTIN JOHNSON
--
- CRD
- #5995814
(237) 693-6251
ridge.pathway@deltacapital.com
in linkedin.com/in/optima-vector
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,238,612 | -- |
| Non-Discretionary | $0 | $250,000 |
| Total | $45,238,612 | $250,000 |
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Separately Managed Accounts
Total SMA Asset: $45,238,612
Public Funds:
14.8% Equity - Exchange:
31.1% Municipal Bonds:
15.6% U.S. Government/Agency:
11.6% Corporate - Investment Grade:
11.5% Cash:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $229,201,690 | 14.8% |
| Equity - Exchange | $481,633,281 | 31.1% |
| Municipal Bonds | $241,590,971 | 15.6% |
| U.S. Government/Agency | $179,644,568 | 11.6% |
| Corporate - Investment Grade | $178,095,908 | 11.5% |
| Cash | $238,493,651 | 15.4% |
| Total | $1,548,660,069 | 100.0% |