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Chief Compliance Officer and Managing Member · Torrey Wealth, LLC

Robert T. Leuffen

CRD 4850738 · Named on Form ADV at one SEC-registered adviser

At a glance

Torrey Wealth, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $177 million in regulatory assets, lists Robert T. Leuffen on its Form ADV as Chief Compliance Officer and Managing Member, a control person.

Firms and roles

  • Torrey Wealth, LLCChief Compliance Officer and Managing MemberWealth manager · SAN Diego, CA · $177M in regulatory assets

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.