# La Jolla Institute for Wealth Management

La Jolla Institute for Wealth Management is a Multi Family Office based in La Jolla, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** La Jolla, United States
- **Region:** North America
- **Address:** La Jolla, CA, United States
- **Founded:** 1985
- **Assets under management:** $1.8B (per public record, 2024)
- **Website:** lajollainstitute.com
- **LinkedIn:** https://www.linkedin.com/company/la-jolla-institute-for-wealth-management

## Regulatory record

- **CRD number:** 109340
- **SEC file number:** 801-57332
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-30T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109340

## About

LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT is an SEC-registered investment adviser in LA JOLLA, CA. The firm manages approximately $45 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Private Equity
- Fixed Income

## People

- David R. Brodie — Founder and CEO
- Mark S. Zitter — President

## Questions

### Which sectors does the firm avoid?

The firm explicitly avoids venture capital and early-stage investing, digital assets and cryptocurrencies, and any public market long/short equity strategies. It writes in its ADV that these sectors carry liquidity or valuation risk inconsistent with its clients' needs.

### What is the role of the La Jolla Institute Foundation?

The foundation is a separate 501(c)(3) entity through which client philanthropy is administered. It does not receive investment-managed assets from the institute; its trustees are independent of the firm's investment committee.

### What is the firm's fee structure?

La Jolla Institute charges a percentage of AUM, with tiers reducing fees on larger accounts. It does not accept performance-based fees, commissions, or 12b-1 fees, per recent SEC filings.

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Last updated: 2026-07-06T01:24:19.880Z

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