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WE FINANCIAL GROUP
WE FINANCIAL GROUP LLC
CRD 298549 · SEC 801-131895
447 SUTTER ST, SUITE 506 - 1493, SAN FRANCISCO, CA, 94108, United States
Phone
415-994-9767
Fax
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Registration
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Source
State registered
Total AUM
$127.4M
Discretionary AUM
$127.4M
Team
4 total employees; 4 advisory reps; 110 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $40.1M |
| High net worth individuals | 44 | $87.3M |
All web addresses on file
Official SEC filing: View on IAPD