LP Profile

Ward & Associates

Also known as ward and

Wealth ManagerSan Diego, United StatesFounded 1997
$171M
Assets Under Management
San Diego
Headquarters
Investment Focus

About Ward & Associates

Ward & Associates is a wealth manager based in San Diego, US. Founded in 1997. Reported AUM: 171 USD millions.

Preferred Investment Types

BuyoutEarly StageEarly Stage: SeedEarly Stage: Start-upExpansion / Late StageVenture (General)

Preferred Sectors & Themes

Diversified

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Ward & Associates from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$187.2M
Total Clients
55
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Ward & Associates across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Ward & Associates?

Ward & Associates is a wealth manager based in San Diego, United States, managing approximately $171M in assets.

Where is Ward & Associates headquartered?

Ward & Associates is headquartered in San Diego, United States.

How much does Ward & Associates manage?

Ward & Associates manages approximately $171M in assets under management.

When was Ward & Associates founded?

Ward & Associates was founded in 1997.

What does Ward & Associates invest in?

Ward & Associates focuses on Buyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General), Diversified.

How can I contact Ward & Associates?

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