Amoretti Capital Management

RIASEC Registered

Total AUM

$37.8M

Discretionary

$37.8M

100% of AUM

Avg account

$131K

Accounts

288

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 315111
Website: www.amorettiwollman.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, MATRIX TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans37.86%
Individuals30.61%
HNWI29.49%
Corporations / Businesses2.04%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Amoretti Capital Management is an independent, privately owned registered investment adviser that serves individual and family clients as well as some institutional relationships. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm charges clients via a combination of percentage-of-AUM fees, hourly consulting, and fixed fees. It is not positioned as a capital allocator; instead, the firm manages client assets directly while drawing on third‑party managers for certain alternative exposures. Amoretti is not flagged as an active ESG investor and does not operate as a multi‑state adviser.