Every new California filing, every dayNew Wealth Management Businesses in San Diego, CA
4 wealth management businesses recently registered in San Diego, California.
Updated July 15, 2026 · Most recent filing Jul 9, 2026
4
Total Filings
Jul 9, 2026
Most Recent
Every new California filing, every day
See how it worksAbout Wealth Management Businesses in San Diego
This page lists new wealth management businesses registered in San Diego, California. We currently track 4, sourced directly from the California Division of Corporations and refreshed daily as new wealth management companies file.
Recent additions include EQUITY WEALTH MANAGEMENT, LLC, Blue Bridge Wealth Management, LLC, and Corington Wealth LLC. The most recent wealth management filing was on Jul 9, 2026.
Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to wealth management businesses in San Diego, this is one of the freshest prospect lists in the market.
All Filings
EQUITY WEALTH MANAGEMENT, LLC
Jul 9, 2026Wealth ManagementVerifiedSan Diego, CA
Equity Wealth Management is a financial advisory firm offering comprehensive wealth management services, including financial planning and tax-efficient strategies. The firm is located in Lutz, Florida, and led by Perry Nafziger. The website emphasizes providing clarity through uncertainty.
Blue Bridge Wealth Management, LLC
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