Intellectus Partners, LLC

Intellectus Partners, LLC (CRD# 173140) is a financial advisory firm headquartered in San Francisco, CA. They manage $404,987,695 in 251 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $1,613,497
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Intellectus Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Thomas E. Casey
CRD#: 3045309
1050 Battery Street, Suite 150, San Francisco, CA 94111
93
Wealthminder
score

Thomas Casey (CRD# 3045309) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

2
Tina C. Chan
CRD#: 4507273
1050 Battery Street, Suite 150, San Francisco, CA 94111
93
Wealthminder
score

Tina Chan (CRD# 4507273) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.

3
Brian L. Zeck
CRD#: 4096973
1050 Battery Street, Suite 150, San Francisco, CA 94111
93
Wealthminder
score

Brian Zeck (CRD# 4096973) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

4
Kelly P. Morton
CRD#: 5873433
1050 Battery Street, Suite 150, San Francisco, CA 94111
90
Wealthminder
score

Kelly Morton (CRD# 5873433) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 6 years of experience in the finance industry.

5
David J. La Placa
CRD#: 2419782
1050 Battery Street, Suite 150, San Francisco, CA 94111
83
Wealthminder
score

David La Placa (CRD# 2419782) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.