SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
We Financial Group
San Francisco, CA
We Financial Group LLC, CRD 298549
Firm filing updated April 16, 2026 ·
- $127.4MAssets
- 140Clients
- 4Advisory staff
- 648Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals96
- High net worth individuals44
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 96 | $40.1 million |
| High net worth individuals | 44 | $87.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 5 services
- Educational seminars/workshops
- Other: "ESTATE PLANNING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "ESTATE PLANNING"
Assets and accounts
- Regulatory assets$127.4 million
- Accounts648
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Registration details
- Legal name: We Financial Group LLC SEC-registered investment advisor. CRD 298549, SEC file 801-131895.
- Registered with the SEC as an investment advisor (status date on record: February 4, 2025).
Is We Financial Group a fiduciary?
Short answer: We Financial Group is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.