A complete list of active advisors currently associated with Torrey Wealth, LLC

Warmer can help you find a great advisor at Torrey Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Torrey Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.