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Gupta Wealth Management, LLC (San Diego)


Gupta Wealth Management, LLC is an adviser based in San Diego. It manages $2.53 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

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Gupta Wealth Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gupta Wealth Management: assets under management

The assets under management (AUM) of Gupta Wealth Management, LLC is $2.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.85 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gupta Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Gupta Wealth Management, LLC performs its advisory services is located at 12760 High Bluff Drive, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (858)764-7120 or by fax (858)764-7132. The normal business hours are 6:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at guptawealthmanagement.com.


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