TORREY-PAYNE WEALTH MANAGEMENT

Overview

Torrey-Payne Wealth Management is an independent RIA organized as an LLC and registered with the SEC in 2025. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting as part of its advisory services. It operates on a fee model tied to assets under management and does not position itself as a capital allocator or an active ESG investor. Investment activity is centered on discretionary management, with a clear preference for pooled public funds and mutual funds as the primary implementation vehicle. The firm’s reporting indicates a conservative, manager-driven approach: portfolios rely heavily on external mutual fund strategies and separate account wraps rather than bespoke direct-stock strategies or in-house alternative asset platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices