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Principal · Wealth Analytics Partners, LLC

Troy B. Daum

CRD 1287128 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealth Analytics Partners, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $316 million in regulatory assets, lists Troy B. Daum on its Form ADV as Principal, a control person.

Firms and roles

AtlasMembers

Troy’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
1 firmLocked
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.

Colleagues named on the same filings

  • Jeff W. PooleChief Compliance Officer, Wealth Analytics Partners, LLC

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