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SAN FRANCISCO WEALTH PLANNING LLC

CRD 296438 · SEC 801-136604

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$112.3M

Discretionary AUM

$112.3M

Team

2 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-29

Disciplinary history

No

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals18$11.4M
High net worth individuals26$100.9M

All web addresses on file

Official SEC filing: View on IAPD