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- Custodian
- Fidelity/NFS · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-04-2020
- Office Locations
- 1
Office Locations
About Torrey Wealth, LLC
Torrey Wealth is a San Diego-based RIA providing comprehensive financial planning and ongoing investment management. Portfolios emphasize low-cost stock index exposure and fixed income, with disciplined rebalancing, tax-loss harvesting, and withdrawal planning; accounts can be customized for legacy holdings and socially responsible preferences. The firm focuses on tax-efficient strategies coordinated with clients’ tax advisors, high-touch service (same-day callbacks), e-signature-enabled workflows, and the agility of a small team.
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Owner & Executives
ROBERT TANNEHILL LEUFFEN
Chief Compliance Officer, Managing Member
- CRD
- #4850738
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Andreas Juris Melzer
--
- CRD
- #5853638
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,749,096 | $685,074 |
| Non-Discretionary | $0 | -- |
| Total | $176,749,096 | $685,074 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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