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SAN FRANCISCO WEALTH PLANNING LLC

· CRD 296438 · IAPD ↗ · 415-375-0537

$112.3MRegulatory AUM
2Advisory reps
2Employees
6Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — SAN FRANCISCO WEALTH PLANNING LLC (location n/a) is newly SEC-registered with $112.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.