# WFA OF SAN DIEGO

WFA OF SAN DIEGO is a RIA based in San Diego, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 307404
- **SEC file number:** 801-118131
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307404

## About

WFA OF SAN DIEGO is an SEC-registered investment adviser in San Diego, CA, registered since 2020. The firm manages $207 million in assets, with $177 million on a discretionary basis. It has 5 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at WFA OF SAN DIEGO?

No named investment professionals or decision-makers are publicly associated with this firm. Its leadership remains undisclosed across public records and industry databases.

### Does WFA OF SAN DIEGO participate in fund commitments or only direct deals?

Both fund commitments and direct deal activity are unconfirmed. No known investments, co-investments, or GP relationships are publicly attributable to this firm.

### What investment stages does WFA OF SAN DIEGO typically target?

No targeted investment stages have been disclosed. The firm's portfolio mix is unknown, making stage preference speculative.

## Related profiles

- [Intellivest Wealth Management](https://altss.com/profile/intellivest-wealth-management)
- [AJA Financial LLC](https://altss.com/profile/aja-financial-llc)

---

Last updated: 2026-07-06T01:24:28.778Z

Canonical page: https://altss.com/profile/wfa-of-san-diego

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology