Whv Investments, Inc.

Whv Investments, Inc. (CRD# 107214) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,000,647,004 in 860 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,001
    MILLION
  • Total Number of Accounts
    860
    ACCOUNTS
  • Average Account Value
    $1,163,543
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Whv Investments, Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Deirdre J. Porter
CRD#: 2497064
301 Battery Street, Suite 400, San Francisco, CA 94111
96
Wealthminder
score

Deirdre Porter (CRD# 2497064) is an Investment Advisor Representative working at Whv Investments, Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.

2
Thomas M. Swoffer
CRD#: 2088267
801 2nd Avenue, Suite 1210, Seattle, WA 98104
96
Wealthminder
score

Thomas Swoffer (CRD# 2088267) is an Investment Advisor Representative working at Whv Investments, Inc. in Seattle, WA and has over 27 years of experience in the finance industry.

3
Reiner M. Triltsch
CRD#: 2137592
301 Battery Street, Suite 400, San Francisco, CA 94111
96
Wealthminder
score

Reiner Triltsch (CRD# 2137592) is an Investment Advisor Representative working at Whv Investments, Inc. in San Francisco, CA and has over 26 years of experience in the finance industry.

4
Timothy J. Allen
CRD#: 1178194
801 2nd Street, Suite 1210, Seattle, WA 98104
93
Wealthminder
score

Timothy Allen (CRD# 1178194) is an Investment Advisor Representative working at Whv Investments, Inc. in Seattle, WA and has over 18 years of experience in the finance industry.

5
Megan M. Chappell
CRD#: 5753602
301 Battery Street, Suite 400, San Francisco, CA 94111
93
Wealthminder
score

Megan Chappell (CRD# 5753602) is an Investment Advisor Representative working at Whv Investments, Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.

6
Brian W. Forth
CRD#: 5451267
301 Battery Street, Suite 400, San Francisco, CA 94111
93
Wealthminder
score

Brian Forth (CRD# 5451267) is an Investment Advisor Representative working at Whv Investments, Inc. in San Francisco, CA and has over 9 years of experience in the finance industry.

7
Allison G. Goodson
CRD#: 2923210
301 Battery Street, Suite 400, San Francisco, CA 94111
93
Wealthminder
score

Allison Goodson (CRD# 2923210) is an Investment Advisor Representative working at Whv Investments, Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.

8
Adam J. Kuhlmann
CRD#: 5643919
301 Battery Street, Suite 400, San Francisco, CA 94111
93
Wealthminder
score

Adam Kuhlmann (CRD# 5643919) is an Investment Advisor Representative working at Whv Investments, Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.

9
Andrew K. Le
CRD#: 5642668
301 Battery Street, Suite 400, San Francisco, CA 94111
93
Wealthminder
score

Andrew Le (CRD# 5642668) is an Investment Advisor Representative working at Whv Investments, Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.

10
Eswar Menon
CRD#: 2719660
301 Battery Street, Suite 400, San Francisco, CA 94111
93
Wealthminder
score

Eswar Menon (CRD# 2719660) is an Investment Advisor Representative working at Whv Investments, Inc. in San Francisco, CA and has over 12 years of experience in the finance industry.

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