PEGASUS TECH VENTURES, INC.
San Jose, CA
AUM
$2.58B
Wealth Mgmt
Team
35 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
408-645-5532
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, SAN JOSE
32 advisers found
SILICON VALLEY RETIREMENT SERVICES, LLC
San Jose, CA
AUM
$1.40B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
408-572-5572
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
(408) 217-2000
KERA CAPITAL PARTNERS
San Jose, CA
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-668-2201
SILICON VALLEY CAPITAL PARTNERS, L.P.
San Jose, CA
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
408-236-7300
CONCENTRUM WEALTH MANAGEMENT
San Jose, CA
AUM
$986.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
408-840-4030
CLARITY WEALTH ADVISORS
San Jose, CA
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-560-3220
BETTERWEALTH LLC
San Jose, CA
AUM
$659.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
408-659-2390
TTP INVESTMENTS, INC.
San Jose, CA
AUM
$570.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; FOR CLIENTS WHOSE MONEY WE DO NOT MANAGE - VERY INFREQUENT
408-879-0399
POTENTIA WEALTH
San Jose, CA
AUM
$569.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-288-7886
RETIREMENT CAPITAL STRATEGIES, INC.
San Jose, CA
AUM
$305.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
408-551-6100
DWR WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$221.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(408) 260-9600
LEGACY WEALTH ADVISORS, LLC
San Jose, CA
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(408) 452-7700
NIM WEALTH SOLUTIONS
San Jose, CA
AUM
$116.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888 322 2009
ALIGN WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$116.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(408) 559-7444
HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
San Jose, CA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-297-9800
CORINTHIAN WEALTH MANAGEMENT
San Jose, CA
AUM
$115.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-995-0915
ALTOS FINANCIAL MANAGEMENT, LLC
San Jose, CA
AUM
$31.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
408-249-7881
CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC
San Jose, CA
AUM
$24.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
408-440-2206
ABUNDIT WEALTH
San Jose, CA
AUM
$23.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
669-288-5508
FIRESIDE FINANCIAL PLANNING, INC.
San Jose, CA
AUM
$17.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-371-3091
FAMILY WEALTH CONSULTANTS, INC.
San Jose, CA
AUM
$16.8M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
408-453-2220
STERLING ADVISORY SERVICES, LLC
San Jose, CA
AUM
$6.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-213-6902
DESAI WEALTH LLC
San Jose, CA
AUM
$1.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
408-320-9789
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