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
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%)
* 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.