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| San Francisco Wealth Planning LLC
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|
|
|---|---|
| CRD # | 296438 |
| SEC # | 801-136604 |
| CIK # | |
| AUM | $112.3 M (2026-06-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 415-375-0537 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 11.4 |
| (b) Individuals (high net worth individuals) | 26 | 100.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 178 | 112.3 |
| By Discretionary | ||
| Discretionary | 178 | 112.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 178 | 112.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.3 | |
| Total | 178 | 112.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gassman Financial LLC
✚
|
NH | 0.1 |
|
Soaring Investment Management LLC
✚
|
OR | 0.1 |
|
Jason W Qualls
✚
|
TN | 0.1 |
|
Evergreen Wealth Advisors
✚
|
NC | 0.1 |
|
Superior Financial LLC
✚
|
MN | 0.1 |
|
O'Connor Capital Advisory LLC
✚
|
AZ | 0.1 |
|
Retirement Capital Planners LLC
✚
|
0.1 | |
|
Aragon Family Office LLC
✚
|
AL | 0.1 |
|
LEEB Capital Management Inc
✚
|
NY | 0.1 |
|
Underdog Wealth Management LLC
✚
|
MN | 0.1 |