WE Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$127,435,763
Total clients
140
31% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
35
Average account size
$910,255
About
We Financial Group advises individual and high‑net‑worth clients and manages approximately $127 million across about 140 client accounts. The firm offers discretionary investment management, written financial planning, and estate‑planning coordination, including referrals to EncorEstate Plans and outside estate attorneys.
The firm’s investment process blends fundamental, technical, and cyclical analysis to develop individual investment policies and asset‑allocation targets, and it may direct assets to outside managers when appropriate. We Financial Group explicitly uses third‑party managers such as SeedsInvestor and SyntheticFi and incorporates options‑based strategies into client solutions, including access to a box‑spread ETF and SyntheticFi’s box‑spread loan when suitable.
We Financial Group conducts educational seminars and workshops on personal finance and investing, noting in its brochure that sessions may be sponsored and that workshop fees, if charged, can range from $50 to $50,000. The firm also discloses relationships with multiple custodians (Schwab and Interactive Brokers) and receipt of research and support services through those relationships, and it separately discloses additional fees for certain third‑party products and services.
Client services
Expertise
Fee options
Trust-based estate planning plan: $1,990; Additional flat fee for CitizenMint's services: $400
0.7% of AUM with a maximum of 2%
Up to $400 per hour
Minimum fee: $5,000 annually minimum plus 0.7% of assets under management
Main office location
WE Financial Group
50 California Street, Suite 1500 #9749
San Francisco CA 94111, United States
Number of offices
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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