Torrey Wealth, LLC

Updated today

Find your advisor

Client assets under management

$176,749,096

Clients

87% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$2,295,443

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

Financial planning Portfolio management

Expertise

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Tax-loss harvesting

Fee options

Fixed

Flat fees for financial planning and consulting services not to exceed $10,000.

Project-based

Maximum hourly fee not to exceed $250.

Other

Fee-only: Hourly fee up to $250; flat fees up to $10,000 for financial planning and consulting services.

Main office location

Torrey Wealth, LLC

4660 La Jolla Village Dr, Suite 100

San Diego CA 92122, United States

Number of offices

Most active in

California

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 858-732-5300

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.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Tax-loss harvesting

Andreas M

Series 66

San Diego, CA

Torrey Wealth, LLC

Andreas Melzer is a financial advisor at Charles Schwab with a Series 66 credential and 10 years of industry experience. His prior experience includes roles at TD Ameritrade Institutional, AXA Advisors, Foresters Financial, IUPS, and Morgan Stanley. Outside of his advisory work, he serves as a lacrosse referee with the San Diego County Lacrosse Officials Association. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios supported by Schwab Center for Financial Research and a formal process for alternative investment offerings.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General tax planning Tax-loss harvesting

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support