WE FINANCIAL GROUP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 298549
- Registered since
- February 4, 2025
- Website
- wefinancial.group
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.51%
- Individuals31.49%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
WE Financial Group is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Services listed include selecting third‑party advisers and running educational seminars and workshops. Its fee arrangements include AUM‑based fees as well as hourly and fixed fee options. The firm is SEC‑registered (2025) and does not identify itself as an ESG investor.
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 Equities68%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1GUILLAUME DECALF
CEOCRD 7003690
Contacts
3 of 3Nicolas Benit
Financial Planning SpecialistCRD 8041716
LINDSEY SWANSON
Financial AdvisorCRD 6256916
Smara Savoy
Financial PlannerCRD 8010759
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
- 447 Sutter St
- Time zone
- PT (UTC-8)
- Office locations
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