Torrey-Payne Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Torrey-Payne Wealth Management provides investment management, financial planning, retirement-plan advisory, and related consulting to individual and high-net-worth clients as well as institutional entities such as trusts, estates, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary portfolio management and coordinates estate-planning work through outside professionals when requested.
Portfolios are tailored to clients’ goals and risk tolerances and typically use a mix of ETFs, mutual funds and, when appropriate, individual securities, with an emphasis on asset allocation, rebalancing, and analyses that include fundamental, modern portfolio theory and cyclical approaches. The firm operates as a fiduciary, conducts periodic account reviews (at least annually), and may engage third-party managers to implement specific investment objectives.
Noteworthy operational features include a relatively large client base for a two-advisor firm — the brochure reports 237 clients and $184.8 million in discretionary AUM — producing a higher client-to-advisor ratio than many peers. The adviser, established in 2025, also discloses a principal’s broker-dealer registration with documented mitigation of related conflicts and uses third-party estate-planning coordination (Helios Integrated Planning), which are distinctive elements compared with similar supported firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning services are complimentary for clients with investment management services; full financial planning services also available for a fixed fee for non-investment management clients.
$0 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.75% $2,500,000 - $4,999,999: 0.50% $5,000,000+: 0.25%
Main office
32 S Raymond Ave, Ste 2
Pasadena CA 91105
Advisors at this office
2
Most active in
Arizona · California · Idaho · Nevada · Texas
Also doing business as
Torrey Payne Wealth Management · Torrey Payne Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jason T
Series 63, Series 65
Pasadena, CA
Torrey-Payne Wealth Management
Jason Torrey Payne is a financial advisor at Torrey-Payne Wealth Management with 29 years of industry experience. He previously worked at UBS Financial Services and held a long tenure with Los Angeles Firemen's Credit Union and Cuso Financial Services. Payne holds Series 63 and Series 65 licenses. Torrey-Payne Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients as well as institutional entities such as trusts, estates, charitable organizations, and corporations. The firm emphasizes tailored portfolios with a mix of ETFs, mutual funds, and individual securities, along with asset allocation and rebalancing, operating as a fiduciary and coordinating estate planning through outside professionals when requested.
Anastasia T
Series 66
Pasadena, CA
Torrey-Payne Wealth Management
Anastasia Timineri is a financial advisor at Torrey-Payne Wealth Management with two years of industry experience. She holds the Series 66 designation and previously worked at firms including Raymond James & Associates Inc. and Wells Fargo Bank N.A. Timineri also serves as a client service associate, handling meetings and account updates for Torrey-Payne. Torrey-Payne Wealth Management provides investment management, financial planning, and retirement-plan advisory services to individual, high-net-worth, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, emphasizing tailored portfolios with asset allocation, rebalancing, and fundamental and modern portfolio theory analysis.
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