DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Wealth Analytics Partners, LLC

Independent wealth managerSan Diego, CaliforniaCRD 140115SEC 801-66566website IAPD

Latest filing Jun 29, 2026

First filing on the tape Mar 29, 2012 · 31 filings

SEC status approved since May 3, 2006

RAUM

$316M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

97%

$306M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$63.2M

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

31 filings and snapshots on the tape

RAUM$316M as of Jun 29, 2026

Aug 29, 2012$113M then

HNW client RAUM$272M as of Jun 29, 2026

Aug 10, 2018$115M then

State-registered IARs (5.B.3)5 as of Jun 29, 2026

Sep 3, 20130 then

Employees (5.A)6 as of Jun 29, 2026

Sep 3, 20136 then

Private funds: no history

RAUM +12% over the last fiscal year+15% a year over threeIARs 5 to 5offices 0 to 5

Practice profile

derived from the filing of Jun 29, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent

RAUM per advisor: $63.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 36derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.1MderivedHNW RAUM over HNW clients
Average account: $639,691derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 3.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.2derivedItem 5.A over advisors
Advisors per office: 0.8derived6 offices incl. principal (1.F.5)
RAUM growth, one year: +12%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +9.0%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Custody: $103M, 69 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
marketing includes testimonials (5.L.1.c)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$272M86%
Individuals$33.9M11%
Pension and profit-sharing plans$5.2M1.6%
Charitable organizations$4.5M1.4%

Individual clients: 93reported
HNW clients: 88reported
Pension plan clients: 1reported
Charitable clients: 2reported
Accounts: 494reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: $103M for 69 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

5 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Troy Brinckley DaumCertified Financial Planner	San Diego, Ca	Apr 10, 2007	30 y	2
Jeff Walter Poole	San Clemente, Ca	Aug 23, 2017	29 y	4
Megan Sperry	San Diego, Ca	Oct 11, 2022	12 y	0
Brittany Susan Anderson	San Diego, Ca	Feb 14, 2023	10 y	0
Constance Marie Mitchell	San Diego, Ca	Jun 5, 2023	30 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

Peter Stuart Campbell to Bull Oak Capital, LLC
Feb 4, 2022 · RIA to RIA
Alexander Joseph Garcia to Dba Stone Wealth Management
Aug 17, 2017 · Other
Francisco Xavier Maldonado to Global Vantage Wealth Management
Aug 9, 2017 · Other
Jonathan Michael Luskin to Source Financial Advisors, LLC
Feb 11, 2015 · Other

Joined, latest

Peter Stuart Campbell from Cambridge Investment Research Advisors, Inc.
Mar 15, 2019 · Affiliated broker-dealer or bank to independent RIA
Jeff Walter Poole from Strategic Advisers LLC
Aug 23, 2017 · Other
Francisco Xavier Maldonado from Advanced Wealth Planning
Jun 2, 2011 · Other
Troy Brinckley Daum from Wealth Analytics, Inc.
Apr 10, 2007 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Brinckley Troy Daum · Principalcontrol
since 03/2006 · owns less than 5%
Walter Jeff Poole · Chief Compliance Officercontrol
since 07/2019 · owns less than 5%
Brinckley Troy Daum · Ownercontrol
since 04/2003 · owns 75% or more of Wealth Analytics, Inc.
Walter Jeff Poole · Ownercontrol
since 01/2019 · owns 75% or more of Wealth Analytics Consulting, LLC

Entity owners

Wealth Analytics, Inc. · Owner
direct · owns 50% to 75%
Wealth Analytics Consulting, LLC · Owner
direct · owns 25% to 50%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
San Diego, Ca · principal	5	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 440 to 494
Mar 4, 2025 to Mar 19, 2026
HNW clients · 76 to 88
Mar 4, 2025 to Mar 19, 2026
Individual clients · 90 to 93
Mar 4, 2025 to Mar 19, 2026
Pension plan clients · unset to 1.0
Mar 4, 2025 to Mar 19, 2026
Assets in custody · $98.9M to $103M
Mar 4, 2025 to Mar 19, 2026
Financial planning clients · 1-10 to 101-250
Mar 4, 2025 to Mar 19, 2026
Other offices · 0 to 5
Mar 4, 2025 to Mar 19, 2026
Discretionary RAUM · $283M to $316M
Mar 4, 2025 to Mar 19, 2026
HNW RAUM · $229M to $272M
Mar 4, 2025 to Mar 19, 2026
Individual RAUM · $50.3M to $33.9M
Mar 4, 2025 to Mar 19, 2026
Pension RAUM · unset to 5198393.0
Mar 4, 2025 to Mar 19, 2026
RAUM · $283M to $316M
Mar 4, 2025 to Mar 19, 2026
Accounts · 162 to 440
Dec 17, 2024 to Mar 4, 2025
Advisory employees · 5 to 4
Dec 17, 2024 to Mar 4, 2025
HNW clients · 70 to 76
Dec 17, 2024 to Mar 4, 2025
Assets in custody · $126M to $98.9M
Dec 17, 2024 to Mar 4, 2025
Financial planning clients · 1-10 to 1-10
Dec 17, 2024 to Mar 4, 2025
Discretionary RAUM · $238M to $283M
Dec 17, 2024 to Mar 4, 2025
HNW RAUM · $189M to $229M
Dec 17, 2024 to Mar 4, 2025
Individual RAUM · $45.6M to $50.3M
Dec 17, 2024 to Mar 4, 2025
RAUM · $238M to $283M
Dec 17, 2024 to Mar 4, 2025
Individual clients · 85 to 90
Feb 5, 2024 to May 9, 2024
Assets in custody · unset to 126253731.0
Feb 5, 2024 to May 9, 2024
Custody of client assets · false to true
Feb 5, 2024 to May 9, 2024
Individual RAUM · $41.2M to $45.6M
Feb 5, 2024 to May 9, 2024
Accounts · 404 to 162
Nov 27, 2023 to Feb 2, 2024
Advisory employees · 4 to 5
Nov 27, 2023 to Feb 2, 2024
HNW clients · 55 to 70
Nov 27, 2023 to Feb 2, 2024
Individual clients · 96 to 85
Nov 27, 2023 to Feb 2, 2024
Employees · 7 to 6
Nov 27, 2023 to Feb 2, 2024
State-registered IARs · 4 to 5
Nov 27, 2023 to Feb 2, 2024
Discretionary RAUM · $209M to $238M
Nov 27, 2023 to Feb 2, 2024
HNW RAUM · $147M to $189M
Nov 27, 2023 to Feb 2, 2024
Individual RAUM · $56.1M to $41.2M
Nov 27, 2023 to Feb 2, 2024
RAUM · $209M to $238M
Nov 27, 2023 to Feb 2, 2024
Advisory employees · 3 to 4
Feb 18, 2022 to Feb 2, 2023
HNW clients · 56 to 55
Feb 18, 2022 to Feb 2, 2023
Individual clients · 100 to 96
Feb 18, 2022 to Feb 2, 2023
Employees · 5 to 7
Feb 18, 2022 to Feb 2, 2023
State-registered IARs · 3 to 4
Feb 18, 2022 to Feb 2, 2023

Signals

5 dated events

Wealth Analytics Partners, Llc reported 5 offices beyond its principal office, up from 0 (2025-03-04 to 2026-03-19)
Mar 19, 2026 · Office count change · derived
Peter Stuart Campbell left Wealth Analytics Partners, Llc for Bull Oak Capital, Llc (registered 2022-02-10)
Feb 4, 2022 · Advisor changed firm · fact
Gordon Richard John Tudor (Principal) no longer on Schedule A of Wealth Analytics Partners, Llc (listed 2020-02-24, absent 2020-04-16)
Apr 16, 2020 · Control person left · inference
Gordon Rj Tudor (Owner) no longer on Schedule A of Wealth Analytics Partners, Llc (listed 2020-02-24, absent 2020-04-16)
Apr 16, 2020 · Control person left · inference
Walter Jeff Poole (Owner) appeared on Schedule A of Wealth Analytics Partners, Llc
Jul 29, 2019 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: service@wealthanalytics.comreportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 858-794-2100reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 858-794-2109reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile: LINKEDIN.COM/COMPANY/WEALTH-ANALYTICSreportedpublic record, Form ADV, Sep 18, 2026
Website: WEALTHANALYTICS.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 858-794-2100reportedpublic record, Form ADV, Jun 29, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $63.2Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026