| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthias Daniel Giezendanner Control | Founder, Wealth Advisor, And Cco | Over 75% | 2018 |
San Francisco Wealth Planning LLC reports $112.3 million in regulatory assets under management on its Form ADV.
San Francisco Wealth Planning LLC reports 2 employees.
San Francisco Wealth Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 415-375-0537 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $112.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $112.3M |