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  3. San Diego
  4. Financial Consulting

New Financial Consulting Businesses in San Diego, CA

2 financial consulting businesses recently registered in San Diego, California.

Updated August 19, 2026 · Most recent business filing Dec 11, 2025

2
Total Filings
Dec 11, 2025
Most Recent
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About Financial Consulting Businesses in San Diego

This page lists new financial consulting businesses registered in San Diego, California. We currently track 2, sourced directly from the California Division of Corporations and refreshed daily as new financial consulting companies file.

Recent additions include Shelter Island Wealth Management and WB Capital Solutions. The most recent financial consulting business filing was on Dec 11, 2025.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial consulting businesses in San Diego, this is one of the freshest prospect lists in the market.

Use recent financial consulting registrations in San Diego as a timing signal, then qualify each company by formation date, website, and verified contact availability.

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All Filings

Shelter Island Wealth Management

Dec 11, 2025
Financial ConsultingVerifiedSan Diego, CA

Shelter Island Wealth Management is a financial advisory firm in San Diego, CA, offering portfolio management and retirement planning services. The company's advisors, Cory Gray and Kristi Gray, are associated with LPL Financial. The website provides information on services, team, and contact details.

WB Capital Solutions

Dec 10, 2025
Financial ConsultingVerifiedSan Diego, CA

WB Capital Solutions likely operates as a financial and tax consulting firm, as indicated by W1's website offering fiscal practice, financial strategy, and corporate governance services. The website is in Spanish and uses a .lat domain, but the services align with the LLC name. No address was provided in the filing, but the business appears to be a legitimate consulting operation.

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