WE FINANCIAL GROUP LLC
Doing business as WE FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$127,435,763
Discretionary
$127,435,763
Non-discretionary
$0
Firm details
- CRD number
- 298549
- SEC file number
- 801-131895
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.