MERRITHEW & THORSTEN, INC.
  • MERRITHEW & THORSTEN, INC.
  • MERRITHEW & THORENSTEN, INC.

Adviser Profile

As of Date 02/10/2026
Registration SEC, Approved, 05/24/2021
Other registrations (2)
ADV Location SAN DIEGO, CA, United States
Contact Info 858 xxxxxxx
Websites
AUM* 155,000,174 22%
of that, discretionary 155,000,174 22%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 416,667 22%
% High Net Worth 43.20% 5%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

155M 133M 111M 89M 66M 44M 22M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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