Wealth Analytics Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$306,329,713
Clients
181
Advisors
5
of 6 employees
About
Wealth Analytics Partners LLC provides discretionary investment management and financial planning to individuals, executives, business owners, trusts, estates, and select organizations, serving roughly 180 client relationships and managing about $316 million in client assets. The firm offers ongoing portfolio management, written financial plans, and hourly consulting, with implementation and account billing routed through clients’ custodians.
The firm's investment approach uses Modern Portfolio Theory and a risk‑scored model portfolio framework to align allocations with each client's time horizon and risk tolerance, employing both long‑ and short‑term purchases and periodic rebalancing. Accounts are reviewed at least quarterly, and the adviser typically operates with discretionary trading authority to implement its target allocations.
Noteworthy operational features include a policy requiring clients to maintain accounts with custodians selected by the firm—primarily an institutional Schwab platform with additional custodians used for alternative investments—and disclosure that some alternative executions may carry separate custody or execution fees. The firm also documents use of approved technology and artificial intelligence tools under a formal AI Use Policy, maintains standing‑letter‑of‑authorization procedures for third‑party transfers, and sets a relatively high account minimum for new advisory relationships (subject to waiver).
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $500 to $50,000 depending on client situation complexity
0.45% to 1.25% annually
$250 per hour
Account minimum: $1,000,000
Main office
12526 High Bluff Dr., Suite 238
San Diego CA 92130
Advisors at this office
5
Most active in
Arizona · California · Hawaii · Massachusetts · Texas
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.
Quick links
Advisors at this firm
Brittany A
Series 65
San Diego, CA
Wealth Analytics Partners, LLC
Brittany Anderson is a financial advisor at Wealth Analytics Partners, LLC in San Diego, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Wealth Analytics Partners, she worked for six years at Poway Unified School District. Wealth Analytics Partners provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million across 180 client relationships, employing a Modern Portfolio Theory-based investment approach aligned with clients’ risk tolerance and time horizon.
Megan S
Series 65
San Diego, CA
Wealth Analytics Partners, LLC
Megan Sperry is a financial advisor at Wealth Analytics Partners, LLC with four years of industry experience. She holds a Series 65 designation and previously worked with the Del Mar Schools Education Foundation. Wealth Analytics Partners provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using a risk-scored model portfolio framework and Modern Portfolio Theory to align allocations with clients’ time horizons and risk tolerances.
Jeff P
Series 66
San Diego, CA
Wealth Analytics Partners, LLC
Jeff Poole is a financial advisor with Wealth Analytics Partners, LLC in San Diego, CA, holding a Series 66 designation and 28 years of industry experience. He has previously worked at Merrill, Banc of America Investment Services, CUNA Brokerage Services, and Fidelity Brokerage Services. Outside of his advisory role, he is an author of a non-financial book. Wealth Analytics Partners provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm employs a risk-scored model portfolio framework based on Modern Portfolio Theory, conducts quarterly account reviews, and typically operates with discretionary trading authority.
Troy D
CFP®, Series 63, Series 65
San Diego, CA
Wealth Analytics Partners, LLC
Troy Daum is a CFP® with 24 years of industry experience, currently serving as an advisor at Wealth Analytics Partners, LLC since 2007. He previously worked at Wealth Analytics, Inc. and Hornor, Townsend & Kent, LLC. Wealth Analytics Partners LLC provides discretionary investment management and financial planning to individuals, executives, business owners, trusts, estates, and select organizations. The firm manages approximately $316 million in client assets using an investment approach based on Modern Portfolio Theory and risk-scored model portfolios tailored to clients' time horizons and risk tolerance.
Constance M
Series 65
San Diego, CA
Wealth Analytics Partners, LLC
Constance Mitchell is a financial advisor at Wealth Analytics Partners, LLC with three years of industry experience. She holds a Series 65 designation and has been with Wealth Analytics Partners since 2020. Prior to her advisory career, she was a homemaker for 24 years. Wealth Analytics Partners, LLC provides discretionary investment management and financial planning services to individuals, executives, business owners, trusts, estates, and select organizations. The firm employs a risk-scored model portfolio framework based on Modern Portfolio Theory, reviewing accounts quarterly and managing approximately $316 million in client assets.
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