Torrey Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Torrey Wealth serves individuals, trusts, estates, corporations and pension or profit‑sharing plans, and the firm also reports advising investment company clients. It offers wrap asset management and wrap comprehensive portfolio management delivered through a sponsored wrap fee program, alongside standalone financial planning and consulting engagements.
The firm constructs diversified portfolios that emphasize low‑cost equity index ETFs and fixed‑income instruments, using strategic and tactical asset‑allocation with periodic rebalancing, duration management, and tax‑loss harvesting where appropriate. Its investment process incorporates quantitative, fundamental, technical, sector and cyclical analysis and can be customized for socially responsible preferences or to integrate outside assets.
Torrey Wealth reported $176,749,096 in discretionary regulatory assets under management as of December 31, 2025 and manages accounts on a discretionary basis. Noteworthy distinctions for a firm of this type include its role as a wrap fee program sponsor, its work with investment company and pension/profit‑sharing plan clients (each relatively uncommon), and that its representatives are licensed insurance agents who may receive commissions from insurance sales, a potential conflict disclosed and addressed in the brochure.
Client services
Expertise
Fee options
Flat fees for financial planning and consulting services not to exceed $10,000.
Maximum hourly fee not to exceed $250.
Fee-only: Hourly fee up to $250; flat fees up to $10,000 for financial planning and consulting services.
Main office
4660 La Jolla Village Dr, Suite 100
San Diego CA 92122
Advisors at this office
2
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Robert L
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
Robert Leuffen is a financial advisor at Torrey Wealth, LLC in San Diego, CA, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF Individual & Institutional Services and TIAA prior to joining Torrey Wealth in 2020. Torrey Wealth is an independent registered investment adviser serving individuals, trusts and estates, corporations, and pension or profit-sharing plan sponsors. The firm manages portfolios using diversified allocations of low-cost ETFs, fixed income, and alternative investments, employing a range of analytical methods and offering wrap asset management alongside comprehensive financial planning and consulting services.
Andreas M
Series 66
San Diego, CA
Torrey Wealth, LLC
Andreas Melzer is a financial advisor with Torrey Wealth, LLC and holds a Series 66 license. He has 11 years of industry experience, including prior roles at Charles Schwab & Co., Charles Schwab Bank, TD Ameritrade Institutional, AXA Advisors, Foresters Financial, IUPS, and Morgan Stanley. Outside of his advisory work, he serves as a lacrosse referee for the San Diego County Lacrosse Officials Association. Torrey Wealth serves individuals, trusts, estates, corporations, and pension or profit-sharing plans, providing wrap asset management and standalone financial planning. The firm emphasizes diversified portfolios using low-cost equity index ETFs and fixed-income instruments, employing a mix of quantitative, fundamental, technical, sector, and cyclical analysis tailored to client preferences.
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