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SRS Wealth ManagementFinancial advisor in San Diego, CA

SRS Wealth Management is a financial advisor at 8787 Complex Dr #410, San Diego, CA 92123, ranked #32 of 63 wealth managers in San Diego and rated 5.0 from 7 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (619) 460-9433Website ↗

Key facts

Key facts about SRS Wealth Management
Address8787 Complex Dr #410, San Diego, CA 92123Get directions
Phone(619) 460-9433
Websitesuccessfulretirementsolutions.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 7 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Mesa, La Jolla, Lemon Grove, Rancho Penasquitos, Santee, Spring Valley, Coronado, El Cajon, National City and Casa de Oro-Mount Helix.

Based in San Diego, CAView on map

Opening hours

Opening hours for SRS Wealth Management
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about SRS Wealth Management

How is SRS Wealth Management ranked in San Diego?

SRS Wealth Management is ranked #32 of 63 wealth managers in San Diego by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are SRS Wealth Management’s hours?

SRS Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does SRS Wealth Management serve?

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Mesa, La Jolla, Lemon Grove, Rancho Penasquitos, Santee, Spring Valley, Coronado, El Cajon, National City and Casa de Oro-Mount Helix. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about SRS Wealth Management?

SRS Wealth Management has a rating of 5.0 from 7 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact SRS Wealth Management?

Call SRS Wealth Management on (619) 460-9433. The business is at 8787 Complex Dr #410, San Diego, CA 92123. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

SRS Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
SRS Wealth Management (this business)—665.0 (7)NoNo
ATS Wealth Management#30664.7 (9)NoNo5.5 mi
Goldman Wealth Management & Assoc. LLC#31665.0 (7)NoNo10.0 mi
Dyer Wealth Management#33665.0 (12)NoNo7.7 mi

See all 63 ranked wealth managers in San Diego