Torrey-Payne Wealth Management, LLC

EST. AUM
$184,754,039

CONTACTS
1

CLIENT ACCOUNTS
409

Firm Details

Metro area Los Angeles
CRD Number 336703
Website torreypaynewm.com
Client types

Overview

Torrey-Payne Wealth Management is a comprehensive, fiduciary-focused advisory firm offering discretionary and non-discretionary investment management, as well as a wide array of financial planning and consulting services. The firm takes a goals-based approach to client portfolios, customizing each allocation based on risk tolerance, time horizon, and individual objectives. Portfolios may include ETFs, mutual funds, stocks, bonds, and legacy investments, and are continuously monitored and rebalanced. Torrey-Payne also provides advice on retirement accounts under ERISA and the Internal Revenue Code, operating with a high fiduciary standard of care, loyalty, and transparency. In addition to in-house portfolio management, the firm utilizes third-party sub-advisors when appropriate, conducting robust due diligence and maintaining discretionary authority to select and manage them on the client’s behalf.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Torrey-Payne Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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