Victorwealth, LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 164690
- Website
- victorwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Victorwealth, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on portfolio management for individual and small business clients and charges advisory fees tied to assets under management. Victorwealth identifies as an active ESG investor. It does not operate as a multi-state adviser, a pension consultant, or a capital allocator; its client base is concentrated on individuals and families.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1
Victor Bekhet
FounderCRD 5033498
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 50 California St
- Time zone
- PT (UTC-8)
- Office locations
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