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Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL FinancialFinancial advisor in San Diego, CA

Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial is a financial advisor at 2221 Camino del Rio S Ste 307, San Diego, CA 92108, ranked #34 of 63 wealth managers in San Diego and rated 5.0 from 6 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) 462-3400Website ↗

Key facts

Key facts about Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial
Address2221 Camino del Rio S Ste 307, San Diego, CA 92108Get directions
Phone(619) 462-3400
Websitetraxwealth.com
HoursMonday to Thursday: 8 AM – 4 PM; Friday: 8 AM – 2 PM
Google rating5.0 from 6 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: Coronado, National City, Lemon Grove, La Mesa, Spring Valley, La Presa, Chula Vista, La Jolla, Bonita, Casa de Oro-Mount Helix and Mira Mesa.

Based in San Diego, CAView on map

Opening hours

Opening hours for Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 2 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial

How is Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial ranked in San Diego?

Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial is ranked #34 of 63 wealth managers in San Diego by RFA Score, with 65 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 Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial’s hours?

Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 4 PM; Friday, 8 AM – 2 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial serve?

Serves San Diego and 11 towns within 25 miles: Coronado, National City, Lemon Grove, La Mesa, Spring Valley, La Presa, Chula Vista, La Jolla, Bonita, Casa de Oro-Mount Helix and Mira Mesa. 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 Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial?

Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial has a rating of 5.0 from 6 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 Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial?

Call Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial on (619) 462-3400. The business is at 2221 Camino del Rio S Ste 307, San Diego, CA 92108. 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

Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Trax Wealth Management, Wealth Advisor, CEP, AAMS- LPL Financial (this business)—655.0 (6)NoNo
SRS Wealth Management#32665.0 (7)NoNo4.4 mi
Dyer Wealth Management#33665.0 (12)NoNo8.2 mi
Independent Wealth Solutions#35655.0 (25)NoNo21.0 mi

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