CHEQUERS FINANCIAL MANAGEMENT LLC

CRD 175209 · SEC 801-107158

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434 JACKSON STREET, SUITE A, SAN FRANCISCO, CA, 94111, United States

Phone

415-964-5001

Fax

NONE

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.31B

Discretionary AUM

$1.14B

Team

21 total employees; 13 advisory reps; 65 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersHIGHLY-TAILORED FAMILY OFFICE, ESTATE, TAX, WEALTH TRANSFER, AND STRATEGIC FINANCIAL CONSULTING TO ULTRA HIGH NET WORTH CLIENTS

Client types

Type	Clients	AUM
High net worth individuals	244	$1.30B
Pension/profit sharing plans	12	$11.7M

States served

CA, NJ, NY, WA, TX, FL

All web addresses on file

HTTPS://TWITTER.COM/ AT WEALTHINTERSECT
HTTPS://WWW.INSTAGRAM.COM/ AT THEWEALTHINTERSECTION
HTTP://WWW.THEWEALTHINTERSECTION.COM
HTTP://WWW.CHEQUERSFINANCIAL.COM
HTTPS://WWW.FACEBOOK.COM/THEWEALTHINTERSECTION
HTTPS://WWW.LINKEIN.COM/COMPANY/CHEQUERS-FINANCIAL-MANAGEMENT

Official SEC filing: View on IAPD