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Firm profile

We Financial Group

SAN FRANCISCO, CACRD 298549Latest ADV April 16, 2026

We Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 16, 2026, reports $127M in regulatory assets under management, 4 employees, and 648 accounts.

Assets Under Management
$127M
Employees
4
Offices
--
Total Clients
140
Primary office
SAN FRANCISCO, CA
447 SUTTER ST, SUITE 506 - 1493, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(415) 994-9767
WebsiteNot found
LinkedInNot found

Leadership

2 roles identified
CEOGuillaume M. H. Decalf
CCOGuillaume M. H. Decalf

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 68.6% of total clients.
Top client categories% of clientsClients
1
Individuals
68.6%
96
2
HNWI
31.4%
44

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$127Mas of April 16, 2026
Discretionary100.0%
$127M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$127M
Total Accounts648
10Y AUM Change+$26M (+25.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee35:1
10Y Employee Change+1 (+33.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.