Strategic Wealth Capital

Strategic Wealth Capital (CRD# 326299) is a financial advisory firm headquartered in San Francisco, CA. They manage $178,930,538 in 289 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
345 California Street, 6th Floor, San Francisco, CA 94104
https://www.linkedin.com/company/strategicwealthcapital
By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $619,137
Compensation Options
  • A percentage of assets under your management
  • 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, NY, TX, VA

Financial Advisors at Strategic Wealth Capital
Showing 1 - 2 of 2 top financial advisors.
1
Aureliana Lopes Monteiro, financial advisor San Francisco CA
Aureliana Lopes Monteiro
CRD#: 6188659
345 California Street, 6th Floor, San Francisco, CA 94104

Aureliana Lopes Monteiro (CRD# 6188659) is an Investment Advisor Representative working at Strategic Wealth Capital in San Francisco, CA and has over 9 years of experience in the finance industry.

2
Adrianne Yamaki, financial advisor San Francisco CA
Adrianne S. Yamaki
CRD#: 3146002
345 California Street, 6th Floor, San Francisco, CA 94104

Adrianne Yamaki (CRD# 3146002) is an Investment Advisor Representative working at Strategic Wealth Capital in San Francisco, CA and has over 25 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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