Every new California business filing, every day2 financial consulting businesses recently registered in San Diego, California.
Updated August 19, 2026 · Most recent business filing Dec 11, 2025

Every new California filing, every day
See how it worksThis 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.
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 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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