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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-14-1978
- Office Locations
- 3
Office Locations
About Western Financial Corporation
Western Financial Corporation is a San Diego-based fiduciary RIA providing client-first financial planning and portfolio management across life stages—wealth accumulation, preservation, and retirement income distribution. Investment approach centers on a disciplined long-term plan using asset allocation, diversification, and risk management, often implemented with ETFs. Assets are custodied at Charles Schwab and TD Ameritrade.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RICHARD STEVEN LEVENSON
Chief Executive Officer, Chief Investment Officer, President
- CRD
- #1683935
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Steven Mario Levenson
Broker
- CRD
- #6843600
SANDIE TURLEY
Managing Partner
- CRD
- #1654884
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $309,189,116 | $776,857 |
| Non-Discretionary | $0 | -- |
| Total | $309,189,116 | $776,857 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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