RIA · CRD 336703SEC-Registered

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Torrey Payne Wealth Management

TORREY-PAYNE WEALTH MANAGEMENT is an SEC-registered investment adviser in PASADENA, CA, since 2025. The firm manages $185 million in assets. It has 2 employees...

Torrey Payne Wealth Management

TORREY-PAYNE WEALTH MANAGEMENT is an SEC-registered investment adviser in PASADENA, CA, since 2025. The firm manages $185 million in assets. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Principals

Torrey Payne

Founder & CEO

Sector focus

Wealth ManagementPrivate Wealth

Frequently asked questions

Is Torrey Payne Wealth Management a family office or an RIA?

Torrey Payne Wealth Management is registered as an RIA (Registered Investment Advisor), not a family office. RIAs are subject to SEC or state regulation and must act as fiduciaries. The firm's approach likely centers on financial planning and portfolio management for private clients, though its specific structure is not detailed (per public record).

What services does Torrey Payne Wealth Management offer?

Based on its RIA classification, the firm likely provides investment management, retirement planning, tax strategy, and estate planning for high-net-worth individuals. No specific service menu or investment strategy has been made public by the firm.

How much does Torrey Payne Wealth Management have in assets under management?

AUM is not disclosed by the firm. No regulatory filing or public source reports a current figure. The firm does not appear on public AUM rankings.

Who owns Torrey Payne Wealth Management?

The firm is named after Torrey Payne, who is listed as Founder and CEO. Ownership details beyond that—such as whether it is a sole proprietorship, partnership, or subsidiary of a larger entity—are not available in public records.

Does Torrey Payne Wealth Management make direct investments or invest in funds?

No direct investments, fund commitments, or co-investment activities have been publicly reported. As an RIA, the firm may allocate client assets across mutual funds, ETFs, individual stocks, bonds, and alternative vehicles, but no specific allocation is known.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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