SAN FRANCISCO WEALTH PLANNING LLC

SAN FRANCISCO WEALTH PLANNING LLC is an SEC-registered investment adviser (CRD 296438). Regulatory assets under management: $112.3M.

Registration

• CRD: 296438
• SEC file number: 801-136604
• Type: Registered investment adviser
• Phone: 415-375-0537
• Latest filing: 2026-06-30
• Regulatory AUM: $112.3M
• Discretionary AUM: $112.3M
• Clients: 2
• Accounts: 178

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search