SAN Francisco Wealth Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 296438
- Registered since
- June 26, 2026
- Website
- www.wealthsf.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.84%
- Individuals10.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
SAN Francisco Wealth Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. According to its filing, the firm became SEC-registered in 2026 and serves primarily individual and family clients. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and describes itself as an active ESG investor. The filing indicates the firm does not operate as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities12%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Matthias Giezendanner
FounderCRD 6480899
Andrew Hills
Associate Financial PlannerCRD 7787982
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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