Wimbledon Capital Advisors LLC

Wimbledon Capital Advisors LLC (CRD# 171538) is a financial advisory firm headquartered in Newport Beach, CA. They manage $3,867,099 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $773,420
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Wimbledon Capital Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Amir Safa
CRD#: 6336325
23 Corporate Plaza, Suite 150, Newport Beach, CA 92660
89
Wealthminder
score

Amir Safa (CRD# 6336325) is an Investment Advisor Representative working at Wimbledon Capital Advisors LLC in Newport Beach, CA and has over 3 years of experience in the finance industry.

2
Tayseer Safa
CRD#: 734634
23 Corporate Plaza, Suite 150, Newport Beach, CA 92660
87
Wealthminder
score

Tayseer Safa (CRD# 734634) is an Investment Advisor Representative working at Wimbledon Capital Advisors LLC in Newport Beach, CA and has 1 year of experience in the finance industry.

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