Wealth manager, independent · Pasadena, CA
Torrey-Payne Wealth Management
Torrey-Payne Wealth Management, LLC · SEC-registered investment adviser · CRD 336703 · SEC 801-133740
At a glance
Torrey-Payne Wealth Management is an SEC-registered investment adviser based in Pasadena, California, with $185 million in regulatory assets under management as of its Form ADV filed March 6, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 237 individual clients. By Form ADV it is a wealth manager, ranked 6,097th of 8,915 wealth managers and 12,644th of 17,210 SEC-registered advisers by assets.
Main office 626-657-3451torreypaynewm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $185M
- Rank among wealth managers
- #6,097 of 8,915
- Rank among all SEC RIAs
- #12,644 of 17,210
- Rank in California
- #1,452 of 1,873
- Individual clients
- 237
- High-net-worth clients
- 58
- Accounts
- 409
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Jason A. Torrey-PayneOwner & CCO
Custody and brokerage
Broker-dealer
Hybrid RIA
Torrey-Payne Wealth Management is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names The Leaders Group, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Broker Dealers and Registered Representatives Certain associated persons of Torrey-Payne Wealth Management , LLC are registered representatives of The Leaders Group, a registered broker-dealer and member FINRAISIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 58 | $106M | 57% |
| Individuals | 179 | $79M | 43% |
Disciplinary disclosures
Torrey-Payne Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗torreypaynewm.com ↗
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The full record on Torrey-Payne Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,816 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Torrey-Payne Wealth Management manage?
Torrey-Payne Wealth Management reports $185 million in regulatory assets under management across 409 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 6, 2026.
What kind of firm is Torrey-Payne Wealth Management?
Torrey-Payne Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Torrey-Payne Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($106 million, 58 clients); individuals ($79 million, 179 clients).
Does Torrey-Payne Wealth Management have any disciplinary history?
Torrey-Payne Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Torrey-Payne Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →