San Francisco Wealth Planning LLC
● SEC registered since 2026CRD 296438SEC# 801-136604
Reg. AUM
$112.3M
Employees
2
Accounts
178
Location
—
San Francisco Wealth Planning LLC assets under management
San Francisco Wealth Planning LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $112.3 million in regulatory assets under management and employs 2 people.
San Francisco Wealth Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthias Daniel Giezendanner Control | Founder, Wealth Advisor, And Cco | Over 75% | 2018 |
Frequently asked questions
How much does San Francisco Wealth Planning LLC manage?
San Francisco Wealth Planning LLC reports $112.3 million in regulatory assets under management on its Form ADV.
How many employees does San Francisco Wealth Planning LLC have?
San Francisco Wealth Planning LLC reports 2 employees.
Does San Francisco Wealth Planning LLC disclose fund performance?
San Francisco Wealth Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-375-0537 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$112.3MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$112.3Mregulatory AUM
Discretionary $112.3M