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WE FINANCIAL GROUP

SAN FRANCISCO, CA · CRD 298549 · IAPD ↗ · 415-994-9767

$127.4MRegulatory AUM
4Advisory reps
4Employees
110Clients
101-250Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — WE FINANCIAL GROUP reported RAUM up 26% ($101.4M -> $127.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
July 2025 — OUI FINANCIAL is now doing business as WE FINANCIAL GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
March 2025 — OUI FINANCIAL (location n/a) is newly SEC-registered with $101.4M RAUM and 3 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.