WFA Wealth Managers
WFA Wealth Managers is a multi-family office headquartered in San Diego, United States. Founded in 1988, the firm traces its roots to founder David White’s fee-only investment advisory practice and now stewards capital for multiple entrepreneurial families.
WFA Wealth Managers
WFA Wealth Managers is a multi-family office headquartered in San Diego, United States. Founded in 1988, the firm traces its roots to founder David White’s fee-only investment advisory practice and now stewards capital for multiple entrepreneurial families. It offers discretionary portfolio management, comprehensive financial planning, and access to private alternative strategies, all under a fiduciary, open-architecture model—delivers integrated wealth planning and institutional-grade investment management.
General information
Firm type
Multi Family Office
Year founded
1988
AUM
—
Location
Region
North America
Country
—
City
San Diego
Corporate office
—
Frequently asked questions
What is WFA Wealth Managers?
WFA Wealth Managers is a multi family office headquartered in San Diego.
When was WFA Wealth Managers founded?
WFA Wealth Managers was founded in 1988.
Where is WFA Wealth Managers headquartered?
WFA Wealth Managers is headquartered in San Diego, in the North America region.
What does Altss track for WFA Wealth Managers?
Altss maintains an OSINT-verified profile of WFA Wealth Managers covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is WFA Wealth Managers's website?
WFA Wealth Managers's public website is wfasandiego.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is WFA Wealth Managers?
WFA Wealth Managers is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on WFA Wealth Managers?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for WFA Wealth Managers?
WFA Wealth Managers's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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