FINANCIAL SENSE ADVISORS, INC.
  • FINANCIAL SENSE ADVISORS, INC.
  • PUPLAVA FINANCIAL SERVICES INC
  • FINANCIAL SENSE WEALTH MANAGEMENT

Adviser Profile

As of Date 06/23/2026
Registration SEC, Approved, 12/31/1985
ADV Location SAN DIEGO, CA, United States
Contact Info 858 xxxxxxx
Websites
AUM* 835,564,894 23%
of that, discretionary 835,564,894 23%
Number of Employees 11 -15%
of those in investment advisory functions 8 -11%
Private Fund GAV* 0
Avg Account Size 748,714 21%
% High Net Worth 31.66% 131%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

836M 716M 597M 477M 358M 239M 119M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary