30-40 WEALTH PARTNERS

30-40 WEALTH PARTNERS is an SEC-registered investment adviser (CRD 311073). Regulatory assets under management: $57.7M.

Registration

• CRD: 311073
• Type: Registered investment adviser
• Phone: (415) 275-0403
• Latest filing: 2026-03-06
• Regulatory AUM: $57.7M
• Discretionary AUM: $57.7M
• Clients: 3
• Accounts: 127

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311073 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search