We Financial Group

CRD 298549 · San Francisco, CA · $127.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 298549
SEC number: 801-131895
Firm type: RIA
Assets under management: $127.4M as of Apr 16, 2026
Website: www.facebook.com/ouifinancial ↗
Phone: 415-994-9767
Address: 447 Sutter St, San Francisco, CA, 94108

Advisors at this firm

4 in our index · page 1 of 1

Nicolas Jean Francis BenitCRD 8041716 · San Francisco, CA

IA Registered
Guillaume Maxime Henri DecalfCRD 7003690 · San Francisco, CA

IA Registered
Lindsey Danae SwansonCRD 6256916 · Oakland, CA

IA Registered
Smara SavoyCRD 8010759 · East Windsor, NJ

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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