We Financial Group LLC
● SEC registered since 2025CRD 298549SEC# 801-131895San Francisco, CA
Reg. AUM
$127.4M
Employees
4
Accounts
648
Location
San Francisco, CA
We Financial Group LLC assets under management
We Financial Group LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2025. It reports $127.4 million in regulatory assets under management and employs 4 people.
We Financial Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Guillaume Maxime Henri Decalf Control | Ceo And Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does We Financial Group LLC manage?
We Financial Group LLC reports $127.4 million in regulatory assets under management on its Form ADV.
How many employees does We Financial Group LLC have?
We Financial Group LLC reports 4 employees.
Where is We Financial Group LLC located?
We Financial Group LLC is based in San Francisco, CA and has been SEC-registered since 2025.
Does We Financial Group LLC disclose fund performance?
We Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 447 Sutter St, Suite 506 - 1493, San Francisco, CA 94108 |
| Phone | 415-994-9767 |
| Office hours | 9:00 a.m. - 7:30 p.m. Pt |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127.4M▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$127.4Mregulatory AUM
Discretionary $127.4M