State-registered wealth management firm Broker-dealer affiliated
All Weather Portfolio Management, Inc.
As of its Form ADV filed June 5, 2026, All Weather Portfolio Management, Inc., a state-registered, broker-dealer affiliated wealth management firm in San Clemente, California, reported $12.7 million in regulatory assets under management across 94 accounts, ranking #2142 among all wealth firms in California by assets.
Registration
- Main office
- San Clemente, CA
- Registration
- State-registered, Approved
- CRD number
- 116413
- SEC file number
- None (state-registered)
- Registered since
- August 9, 1996
- Latest Form ADV filing
- June 5, 2026
- Organized as
- Other (specify)
- Fiscal year ends
- December
- Other offices
- 1
Key figures
- Regulatory assets under management
- $12.7 million
- Discretionary
- $12.1 million (95.3%)
- Non-discretionary
- $600,694
- Accounts
- 94 (76 discretionary)
- Clients
- 94, approximate as reported
- Employees
- 1
- Advisory staff
- 1 performing investment advisory functions
- Average account
- $134,951
- Asset growth, 1 year
- Not reported
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- Not reported
Broker-dealer affiliated. The firm is affiliated with a bank (Item 7.A(8)) that is part of a group with a broker-dealer (Item 7.A(1)) or controlled by a public company (Schedule D, Item 10.A). It is ranked among all wealth firms, the directory's view that includes wirehouses and broker-dealer firms, not in the main lists of independent RIAs. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among all wealth firms, including wirehouses and broker-dealer firms.
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 7, 2026 | $12.7 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 94 clients | $12.7 million |
How the firm is paid
- A percentage of assets under management
- Hourly charges
Advisory services
- Portfolio management for individuals or small businesses
- Other
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Real estate broker, dealer or agent
- Accountant or accounting firm
- Other financial products
Financial industry affiliations (Item 7.A)
- Broker-dealer
- Other investment adviser
- Banking or thrift institution
- Trust company
- Insurance company or agency
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 1
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 1
1 of the firm's 1 IAR is registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
Our source has no Form ADV Item 11 detail for this firm. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in California
| Firm | City | RAUM |
|---|---|---|
| Wealth Innovation | La Selva | $12.7 million |
| Allen Wealth Management | Santa Barbara | $12.7 million |
| Globalink Wealth Management, LLC | Pasadena | $12.7 million |
| Confide | Thousand Oaks | $12.6 million |
| Shucha Wealth Management LLC | Sherman Oaks | $12.6 million |
The five wealth firms, broker-dealer affiliated firms included, nearest in regulatory assets with a main office in the same state.
Elsewhere
- All Weather Portfolio Management, Inc. on IAPD: Form ADV, brochures and disclosure detail.
- Wealth management firms in California
Firm data as of October 7, 2026, from IA_FIRM_STATE_Feed_10_07_2026.xml.gz. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 7, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.