$206.9M Total AUM
$176.7M Disc. AUM
-- 3Y CAGR
5 Employees
263 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
2251 SAN Diego AVE Suite B-257 SAN Diego CA
About WFA OF SAN Diego
WFA of San Diego is a San Diego-based advisory firm providing wealth management, investment management, and financial planning for individuals and families across generations. The team builds diversified portfolios—often using ETFs and mutual funds—and can custody assets at Charles Schwab, making it a practical partner for distribution teams.
Team overview
55 AVG AGE
$103.4M AVG AUM / ADVISOR
$786.6K AVG AUM / CLIENT
3.2 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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CRM
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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
L
LOUIS DAVID DWORSKY
Chief Executive Officer
- CRD
- #1689624
- Ownership
- Less than 5%
Available
Available
Available
D
DAVID PHIPPS WHITE
Chief Compliance Officer
- CRD
- #1027468
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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A
ANDREW MARSHALL JENSEN
Senior Wealth Advisor & Director of Alternative Investments
- CRD
- #5697041
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,674,709 | $424,699 |
| Non-Discretionary | $30,194,222 | $736,444 |
| Total | $206,868,931 | $452,667 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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