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Well-Traveled Wealth

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area San Diego
CRD Number
Website welltraveledwealth.com
Client types

Overview

Well-Traveled Wealth is a boutique wealth management and financial planning firm based in San Diego, California, focused on helping individuals, families, and professionals align their financial lives with their personal values and lifestyle goals. The firm positions itself as a “wealth empowerment” practice, emphasizing that wealth should act as a tool to enable meaningful life experiences rather than simply accumulation. Founded by Todd and Yesenia Beckmann, the firm operates with a client-centric, relationship-driven philosophy aimed at helping clients gain clarity, confidence, and control over their financial futures. Advisory services are offered through Kestra Advisory Services, LLC, with brokerage services through Kestra Investment Services, LLC (FINRA/SIPC).

Platform Details

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Alternative Activity

Address

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

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