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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| We Financial Group
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|---|---|
| CRD # | 298549 |
| SEC # | 801-131895 |
| CIK # | 0001533523 |
| AUM | $101.4 M (2025-07-03) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 415-994-9767 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 34.9 |
| (b) Individuals (high net worth individuals) | 33 | 66.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 663 | 101.4 |
| By Discretionary | ||
| Discretionary | 663 | 101.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 663 | 101.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.6 | |
| United States Persons | 94.8 | |
| Total | 663 | 101.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001533523] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sentara Capital LLC
✚
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GA | 0.1 |
|
Infinity Advisory Group LLC
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MI | 0.1 |
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Victory Asset Management Co Inc
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NJ | 0.1 |
|
Zenith Solutions Inc
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PA | 0.1 |
|
Mutual Fund Protection Service
✚
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CO | 0.1 |
|
Infinium Investment Advisors LLC
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|
CO | 0.1 |
|
Blue Wealth Inc
✚
|
NC | 0.1 |
|
Peak American Investment Advisors Inc
✚
|
TX | 0.1 |
|
Axiom Wealth Strategies LLC
✚
|
OR | 0.1 |
|
Thrasher & Chambers Wealth Management LLC
✚
|
AR | 0.1 |