Softwealth (CRD# 175315) is a financial advisory firm headquartered in San Diego, CA. They manage $890,000 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.


Financial Advisors at Softwealth
Showing 1 - 1 of 1 top financial advisors.
Brian M. Lowrance
CRD#: 5045532
4537 Cochise Way, San Diego, CA 92117

Brian Lowrance (CRD# 5045532) is an Investment Advisor Representative working at Softwealth in San Diego, CA and has over 11 years of experience in the finance industry. Brian Lowrance has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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