San Francisco Wealth Planning LLC

San Francisco Wealth Planning LLC (CRD# 296438) is a financial advisory firm headquartered in , . They manage $22,752,973 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://wealthsf.com/
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $158,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at San Francisco Wealth Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthias Giezendanner, financial advisor Petaluma CA
Matthias D. Giezendanner
CRD#: 6480899
Petaluma, CA

Matthias Giezendanner (CRD# 6480899) is an Investment Advisor Representative working at San Francisco Wealth Planning LLC in Petaluma, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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