TOR WEALTH ADVISORS, LLC

CRD 319761

Visit website

664 ORENO CT., FOLSOM, CA, 95630, United States

Phone

916-257-5651

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$81.0M

Discretionary AUM

$81.0M

Team

4 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersFAMILY OFFICE SERVICES

Client types

Type	Clients	AUM
Individuals	36	$18.0M
High net worth individuals	15	$47.0M
Pooled investment vehicles	2	$8.0M
Pension/profit sharing plans	5	$8.0M

All web addresses on file

http://www.torwealth.com
https://www.linkedin.com/in/nathantorinus/
https://www.linkedin.com/company/tor-wealth/

Official SEC filing: View on IAPD