Satori Wealth Management, Inc.

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# Satori Wealth Management, Inc., Los Angeles CA: Reviews

Source: Local AI Registry, https://localairegistry.com/biz/ca/los-angeles/satori-wealth-management-inc-los-angeles-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03.

Canonical: https://localairegistry.com/biz/ca/los-angeles/satori-wealth-management-inc-los-angeles-ca

## Photos

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## In short

Satori Wealth Management, Inc. is a financial planner in Los Angeles, CA. Its AI Score is 29 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025, USA |
| Hours | Mon to Fri 9 AM to 5 PM · Closed Sat to Sun |
| Phone | (310) 210-7275 |
| Rating | 5.0 across 7 reviews on Google |
| Updated | August 3, 2026 |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025, USA | Confirmed | Google Business Profile |
| Location info | Description | We are a fee-only Los Angeles financial planner that provides comprehensive wealth management including investments and tax planning. Our financial advisors are Certified Financial Planners™ that specialize in retirement planning. As fiduciaries, we never make commissions on your investments. We act in your best interest 100% of the time. | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Fri 9:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Satori Wealth Management, Inc. | Confirmed | Google Business Profile |
| Location info | Phone | (310) 210-7275 | Confirmed | Google Business Profile |
| Hours | Monday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 9:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | Case study early retirement | From their website | Business website |
| Services | Service | Case study recently retired | From their website | Business website |
| Services | Service | Financial checkup | AI guess |  |
| Services | Service | Free retirenow checkup | From their website | Business website |
| Services | Service | Inc | Confirmed | Google Business Profile |
| Services | Service | Investment planning | AI guess |  |
| Services | Service | Irmaa surcharge makes medicare more expensive | From their website | Business website |
| Services | Service | Medicare surcharge planning | AI guess |  |
| Services | Service | Nonqualified deferred compensation plans | From their website | Business website |
| Services | Service | Personal financial statements | From their website | Business website |
| Services | Service | Retirement document preparation | AI guess |  |
| Services | Service | Retirement documents needed | From their website | Business website |
| Services | Service | Retirement life planning | From their website | Business website |
| Services | Service | Tax planning | AI guess |  |
| Services | Service | Wealth management | AI guess |  |
| Links | Website | https://www.satoriwealth.com/ | Confirmed | Google Business Profile |


## Services and prices

These are the 9 services Satori Wealth Management offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Case study early retirement |  |  |  | From their website |
| Case study recently retired |  |  |  | From their website |
| Retirement documents needed |  |  |  | From their website |
| Retirement life planning |  |  |  | From their website |
| Nonqualified deferred compensation plans |  |  |  | From their website |
| Personal financial statements |  |  |  | From their website |
| Free retirenow checkup |  |  |  | From their website |
| Inc |  |  |  | Confirmed |
| Irmaa surcharge makes medicare more expensive |  |  |  | From their website |


### Known for

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## The team

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## Visiting Satori Wealth Management

Address: 12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025, USA. Phone: (310) 210-7275. Hours: Mon to Fri 9 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)


### Location info from Google Business Profile

From Google Business Profile: "We are a fee-only Los Angeles financial planner that provides comprehensive wealth management including investments and tax planning. Our financial advisors are Certified Financial Planners™ that specialize in retirement planning. As fiduciaries, we never make commissions on your investments. We act in your best interest 100% of the time."


### Parking and getting in

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### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Trimana Cafe | Breakfast restaurant | 1 min walk |
| 12100 Wilshire - Garage - Park ABM | Parking garage | 1 min walk |
| My Meal Cafe | Coffee shop | 1 min walk |
| Wilshire / Bundy | Bus stop | 1 min walk |
| Wilshire / Bundy | Bus stop | 1 min walk |
| Bundy Dr & Wilshire Blvd | Bus stop | 1 min walk |


## Reputation

5.0 average across 7 reviews: Google 7. (Confirmed, read August 3, 2026.)

 (AI guess, from 7 reviews.)


### What people like

- Holistic approach to financial planning
- Use of state-of-the-art software technology
- Transparent financial advice
- Focus on maximizing retirement enjoyment


### Press

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### Awards

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### Directories

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## Questions people ask


### what else is on Wilshire around this place?


### do regulars get anything here


### Why do people rate Satori Wealth Management?


### walk in here, or is it appointment only?


### Ballpark for a visit to a planner in Los Angeles?


### Satori Wealth Management, any chance to get in this week?


### opening hours at Satori Wealth Management in Los Angeles, what are they these days?


### anything I should sort out before a first visit at Satori Wealth Management?


### best financial planner in Los Angeles


### torn between this place and Empress Investment for Retirement planning and strategies?


### cheaper than Satori Wealth Management in Los Angeles without it being sketchy?


### Worth the hype at Satori Wealth Management?


### Saturdays at Satori Wealth Management, are they open?


### last update from here was when?


### services here, what do people go in for?


### Somewhere to park near Satori Wealth Management?


## What AI gets wrong about Satori Wealth Management

We ask ChatGPT, Perplexity and Gemini about Satori Wealth Management. These are the answers that don’t match this page.

ChatGPT, Perplexity and Gemini, read by Local AI Registry on Aug 3, 2026.

| Fact | What AI says | What this page says |
| --- | --- | --- |
| Address | ChatGPT, read by Local AI Registry on Aug 3, 2026: 0 Lake Avenue | 12100 Wilshire Blvd 8th floor, Los Angeles, CA 90025, USA |


## The AI Score: 29 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Los Angeles financial planners run 22 to 41. Fair starts at 45, good at 65. Satori Wealth Management scores 29, above the Los Angeles average of 25. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Satori Wealth Management |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 42 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 33 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | 39 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Poor |
| Backlink & citation authority | 8 | 56 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 84 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 63 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 44 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Poor |

Full method: https://localairegistry.com/methodology

How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Satori Wealth Management |
| --- | --- | --- | --- | --- |
| Satori Wealth Management, Inc. | LocalBusiness | #business | https://www.satoriwealth.com/ | Subject of this page |
| Los Angeles, California | City | #city |  | City Satori Wealth Management is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in Los Angeles, linked to the lists and towns around it.


### Lists

- Best financial planners in Los Angeles: https://localairegistry.com/leaderboards/ca/los-angeles/financial-planner
- Best businesses in Los Angeles: https://localairegistry.com/leaderboards/ca/los-angeles


### Nearby

- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view
- /santa-clara: https://localairegistry.com/leaderboards/ca/santa-clara


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJsd5AdQu7woARU_jTPMmmH5I (accessed Aug 3, 2026)
- [2] satoriwealth.com, https://satoriwealth.com/case-study-early-retirement/ (accessed Sep 18, 2026)
- [3] satoriwealth.com, https://satoriwealth.com/case-study-recently-retired/ (accessed Sep 18, 2026)
- [4] satoriwealth.com, https://satoriwealth.com/free-retirenow-checkup/ (accessed Sep 18, 2026)
- [5] satoriwealth.com, https://satoriwealth.com/irmaa-surcharge-makes-medicare-more-expensive/ (accessed Sep 18, 2026)
- [6] satoriwealth.com, https://satoriwealth.com/nonqualified-deferred-compensation-plans/ (accessed Sep 18, 2026)
- [7] satoriwealth.com, https://satoriwealth.com/personal-financial-statements/ (accessed Sep 18, 2026)
- [8] satoriwealth.com, https://satoriwealth.com/retirement-documents-needed/ (accessed Sep 18, 2026)
- [9] satoriwealth.com, https://satoriwealth.com/retirement-life-planning/ (accessed Sep 18, 2026)
- [10] AI engine output: ChatGPT, Perplexity and Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)