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US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC
US CAPITAL GLOBAL WEALTH MANAGEMENT LLC
CRD 299885
1 FERRY BUILDING, SUITE 201, SAN FRANCISCO, CA, 94111, United States
Phone
917 923 9649
Fax
(415) 358 5665
Registration
— (—)
Source
State registered
Total AUM
$24.5M
Discretionary AUM
$24.5M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $24.0M |
| High net worth individuals | 3 | $500K |
All web addresses on file
Official SEC filing: View on IAPD