Intellectus Partners, LLC

Intellectus Partners, LLC (CRD# 173140) is a financial advisory firm headquartered in San Francisco, CA. They manage $626,602,030 in 394 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    627
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $1,590,360
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, NY, TX

Financial Advisors at Intellectus Partners, LLC
Showing 1 - 6 of 6 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
Kelly P. Morton
CRD#: 5873433
1050 Battery Street, Suite 150, San Francisco, CA 94111
93
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.

4
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 13 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 24 years of experience in the finance industry.

6
Yen Wu
CRD#: 5393970
1050 Battery Street, Suite 150, San Francisco, CA 94111
68
Wealthminder
score

Yen Wu (CRD# 5393970) is an Investment Advisor Representative working at Intellectus Partners, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

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