Amoretti Wollman Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,787,769
Total clients
111
11% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
37
Average account size
$340,430
About
The firm provides discretionary portfolio management, comprehensive financial planning, financial education, and retirement-plan consulting for individuals (including high‑net‑worth clients) and businesses. Its public filings show it manages discretionary client assets and also provides assets‑under‑advisement services for plan sponsors.
The firm’s investment process blends quantitative, fundamental, technical, and economic analysis to build bespoke, risk‑based model portfolios that adjust exposure across sub‑asset classes as clients’ horizons change. Portfolios are implemented using a multi‑manager mix of active and passive strategies, are continuously monitored, and the firm discloses reliance on model outputs and related model‑risk limitations; it also may use Crypto ETFs and, for qualified clients, direct cryptocurrency exposure where suitable.
Notable differences from many peers include a formal affiliation with an accounting/CPA practice through common ownership, which creates potential referral and conflict‑of‑interest considerations the firm discloses, and a structured program of educational seminars and employee/participant workshops offered as part of its retirement‑plan services. The firm also documents and shares model‑based or hypothetical performance information in its materials and emphasizes model results and scenario analysis in portfolio design.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Up to $5,000 annual fixed fee for financial planning, negotiable
$0 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.35% $25,000,000++: 0.25%
$450 per hour for financial planning
Account minimum: $500,000
Main office location
Amoretti Wollman Capital Management
575 Market Street, 4 Th Floor
San Francisco CA 94105, United States
Number of offices
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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