TORREY WEALTH, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	208	$124.0M
Non-Discretionary	4	$2.6M
Total	212	$126.6M

Clients

Type	Number	RAUM
Individuals	9	$2.1M
HNW Individuals	64	$117.7M
Banking or thrift institutions	0	$0
Investment companies	1	$5.8M
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$963,516
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	124.0M

Portfolio Manager to Program	Sponsor
TORREY WEALTH, LLC WRAP PROGRAM	TORREY WEALTH, LLC

Identifiers

SEC RIA File Number	801-124794
SEC ERA File Number	801-124794
SEC CIK Numbers	None
SEC CRD Numbers	310688
Legal Entity Identifier	None

Principal Office

4660 LA JOLLA VILLAGE DR
SUITE 100
SAN DIEGO
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic