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| We Financial Group LLC
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|---|---|
| CRD # | 298549 |
| SEC # | 801-131895 |
| CIK # | 0001533523 |
| AUM | 127.4 M (2026-04-16) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 415-994-9767 |
| Address | 447 Sutter St San Francisco, CA 94108 |
| 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) | 96 | 40.1 |
| (b) Individuals (high net worth individuals) | 44 | 87.3 |
| (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 | 648 | 127.4 |
| By Discretionary | ||
| Discretionary | 648 | 127.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 648 | 127.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.3 | |
| United States Persons | 119.1 | |
| Total | 648 | 127.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001533523] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 110 (2 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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FL | 128.0 M |
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Longview Wealth Management LLC
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Divvi Wealth Management LLC
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Protocol Wealth LLC
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Growstrong Wealth Strategies LLC
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CO | 127.0 M |
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Gainspoletti Wealth Planners Advisory LLC
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MS | 127.0 M |
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Bone FIDE Wealth LLC
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NY | 126.7 M |
|
ACTS Financial Advisors LLC
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