WE FINANCIAL GROUP LLC

WE FINANCIAL GROUP LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 298549). Regulatory assets under management: $127.4M.

Registration

• CRD: 298549
• SEC file number: 801-131895
• Type: Registered investment adviser
• Location: 447 SUTTER ST, SUITE 506 - 1493, SAN FRANCISCO, CA, 94108
• Phone: 415-994-9767
• Latest filing: 2026-04-16
• Regulatory AUM: $127.4M
• Discretionary AUM: $127.4M
• Clients: 4
• Accounts: 648

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298549 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search