T
$184.8M Total AUM
$184.8M Disc. AUM
-- 3Y CAGR
2 Employees
237 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2025
- Office Locations
- 1
Office Locations
32 S Raymond AVE STE 2 Pasadena CA
About Torrey-Payne Wealth Management
Torrey-Payne Wealth Management is a Pasadena, CA wealth management firm led by Jason Torrey-Payne, CFP®, Owner and CCO. The practice provides ongoing financial planning, investment management, and retirement planning designed to simplify complex decisions and support long-term goals. Public filings indicate portfolios often use ETFs and mutual funds, with Schwab among custodial partners.
Team overview
-- AVG AGE
$184.8M AVG AUM / ADVISOR
$779.6K AVG AUM / CLIENT
0.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
1yrs Firm Age
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Asset Classes
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
J
Jason Torrey-Payne
Chief Compliance Officer, Owner
- CRD
- #2934237
- Ownership
- 75% or more
Available
Available
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A
Anastasia Nichole Timineri
--
- CRD
- #7727688
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $184,754,039 | $451,721 |
| Non-Discretionary | $0 | -- |
| Total | $184,754,039 | $451,721 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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