We Financial Group
We Financial Group is an SEC-registered mass-market adviser in San Francisco, CA with $127.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns We Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298549, SEC 801-131895, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $127.4M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Location
- San Francisco, CA
- Employees
- 4
- Clients
- 140
- CRD
- 298549
- Ownership
- DECALF, GUILLAUME, MAXIME HENRI
How much AUM does We Financial Group have?
We Financial Group reported $127.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns We Financial Group?
Disclosed owners and executives of We Financial Group include DECALF, GUILLAUME, MAXIME HENRI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.