Every new California business filing, every dayNew Wealth Management Businesses in San Diego, CA
5 wealth management businesses recently registered in San Diego, California.
Updated September 28, 2026 · Most recent business filing Jul 11, 2026

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 5, sourced directly from the California Division of Corporations and refreshed daily as new wealth management companies file.
Recent additions include Vector3 Wealth Management, Equity Wealth Management, and Blue Bridge Wealth Management. The most recent wealth management business filing was on Jul 11, 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
Vector3 Wealth Management
Jul 11, 2026Vector3 Wealth Management is a financial advisory firm based in Encinitas, CA, serving the San Diego area. The company's website highlights sophisticated wealth management and an elevated advisory experience. Contact information includes local phone numbers and email addresses with the company domain.
Equity Wealth Management
Jul 9, 2026Equity 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
Apr 7, 2026Blue Bridge Wealth Management is a financial advisory firm based in San Diego, CA, offering portfolio management and retirement strategies. The website lists an address at 969 Market Street and contact through LPL Financial advisors.
Corington Wealth
Jan 12, 2026Corington Wealth is a private wealth management firm providing institutional-grade knowledge to individuals and families. The website offers contact information and details about their services. It appears to be a legitimate operating business in the financial advisory space.
K S Wealth
Dec 11, 2025K S Wealth LLC likely operates as a wealth management firm, based on the name and candidate websites. W1 (KS Wealth Advisors) offers financial planning and investment management in New York. W2 (K & S Wealth Shield) focuses on insurance in North Carolina. The LLC filing lacks a specific address and EIN, making concrete identification difficult.
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