P
CRD: 170020
Petix & Botte Financial
LA Mesa, CA, 91942
6196986500
$411.9M Total AUM
$411.9M Disc. AUM
14.4% 3Y CAGR
4 Employees
473 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-05-2014
- Office Locations
- 1
Office Locations
7777 Alvarado Road Suite 520 LA Mesa CA
About Petix & Botte Financial
Petix & Botte Financial is a LA Mesa-based RIA. The firm has been operating for 12 years. Managing $411.9M in total assets under management, with 3 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
48 AVG AGE
$137.3M AVG AUM / ADVISOR
$870.9K AVG AUM / CLIENT
2.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Meridian
Client Personas
Vital
Investment Themes
Crest oak Bridge foundation Matrix
Investment Vehicles
Unison north Vital Horizon
Services
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Owner & Executives
VICKIE LINN PETIX-REICHERT
Financial Planner, PARTNER, Registered Representative
- CRD
- #2072813
- Ownership
- 50% but less than 75%
(358) 366-4863
horizon.signal@harborcapital.com
in linkedin.com/in/peak-atlas
ANDREW WILLIAMS
Chief Compliance Officer, Managing Member
- CRD
- #5999669
- Ownership
- 50% but less than 75%
(661) 702-2554
wave.frontier@pathwaycapital.com
in linkedin.com/in/focus-bridge
Showing 2 of 2 owners & executives
Unlock allContacts
PAUL WILLIAM BOTTE
Financial Planner, Partner
- CRD
- #1305108
(702) 756-9463
insight.fusion@vertexcapital.com
in linkedin.com/in/bridge-peak
Connor Scott Buckley
--
- CRD
- #7331305
(787) 805-2188
harbor.signal@crestcapital.com
in linkedin.com/in/matrix-timber
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $411,940,000 | $526,105 |
| Non-Discretionary | $0 | -- |
| Total | $411,940,000 | $526,105 |
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Separately Managed Accounts
Total SMA Asset: $411,940,000
Public Funds:
12.0% Equity - Exchange:
24.9% Cash:
25.7% Other:
22.6% Corporate - Non-Investment Grade:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $309,007,572 | 12.0% |
| Equity - Exchange | $641,190,711 | 24.9% |
| Cash | $661,791,216 | 25.7% |
| Other | $581,964,260 | 22.6% |
| Corporate - Non-Investment Grade | $381,109,337 | 14.8% |
| Total | $2,575,063,096 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX DELTA EAGLE | ALPHA UNISON | SFQ21N14Z | YFYH | 8.61% | $71,156,255 |
| MERIDIAN MERIDIAN PATHWAY | FUSION VALUE | JPWRNA69W | DFBMR | 7.23% | $43,453,664 |
| PIONEER QUANTUM | QUANTUM DELTA | C2X4N7Q8O | TQJ | 3.61% | $5,036,985 |
| VALUE MERIDIAN | HORIZON FOCUS | AIQZPUL6T | AIH | 2.86% | $102,550,211 |
| GLACIER SIGNAL PRIME | PEAK VECTOR | XT2EYW2EL | HSWX | 10.08% | $86,018,515 |
| BEACON FUSION PIONEER | INSIGHT BEACON | FKNKSSWZ9 | ZSK | 3.55% | $68,972,401 |
| VALUE EAGLE VERTEX | PATHWAY WAVE | XPT5MTQC3 | RZT | 0.74% | $62,240,286 |
| BRIDGE UNISON | MOMENTUM BEACON | 5X15LGRGG | EVEY | 10.18% | $85,450,591 |