Woven Prosperity
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,196,718
Clients
11
18% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$654,247
About
Woven Prosperity is an independent, single-advisor registered investment adviser that provides financial planning, consulting, and discretionary portfolio management to individual and high-net-worth clients. The firm reports managing approximately $7.2 million for 11 clients and offers both project- or hourly-based financial planning and ongoing asset-based investment management, including the option to construct simplified portfolios from mutual funds or ETFs.
The firm uses individualized asset allocation as its primary approach, drawing on third‑party research and computer models, and monitors portfolios for changes in market conditions or client circumstances. It provides discretionary management under a limited power of attorney, conducts at least annual reviews, permits written client restrictions (including socially responsible investing mandates), and discloses the specific risks associated with international investing and non‑U.S. securities.
Noteworthy distinctions include a significant non‑U.S. client base—an uncommon feature among independent advisers—and a small, concentrated client roster that yields a relatively high asset-per-client profile. The owner holds CFP certification, discloses minimal outside activities (administrative/operations consulting to other advisers and limited rental‑property management), and documents these arrangements and potential conflicts in the firm brochure.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Fee options
$150,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000+: 1.00%
$200 to $350 per hour for financial planning and consulting services.
Account minimum: $150,000 Fee-only: Hourly fees ranging from $200 to $350 per hour; project fees negotiated and estimated per financial planning engagement.
Main office location
Woven Prosperity
San Francisco CA, United States
Number of offices
1
Most active in
Woven Prosperity has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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