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We Financial Group

● SEC registered since 2025CRD 298549SEC# 801-131895San Francisco, CA
Export (members)
Reg. AUM
$101.4M
Employees
3
Accounts
663
Location
San Francisco, CA

We Financial Group assets under management

We Financial Group is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2025. It reports $101.4 million in regulatory assets under management and employs 3 people.
www.facebook.com/ouifinancialView on SEC.gov ↗

We Financial Group owners & executives

1 reported
NameTitleOwnershipSince
Guillaume Maxime Henri Decalf ControlCeo And Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does We Financial Group manage?

We Financial Group reports $101.4 million in regulatory assets under management on its Form ADV.

How many employees does We Financial Group have?

We Financial Group reports 3 employees.

Where is We Financial Group located?

We Financial Group is based in San Francisco, CA and has been SEC-registered since 2025.

Does We Financial Group disclose fund performance?

We Financial Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address447 Sutter St, Suite 506 - 1493, San Francisco, CA 94108
Phone415-994-9767
Office hours9:00 a.m. - 7:30 p.m. Pt
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.4M
Non-discretionary$0
Total (RAUM)$101.4M