VICTORWEALTH, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 164690
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Victorwealth, LLC is a limited liability company that specializes in portfolio management for individuals and small businesses. The firm operates with a fee structure based on a percentage of assets under management (AUM). It caters primarily to individual and family clients, reflecting a personal approach to wealth management. Victorwealth is also an active investor in Environmental, Social, and Governance (ESG) initiatives, indicating a commitment to sustainable and responsible investment practices.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1VICTOR BEKHET
FounderCRD 5033498
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 50 California St
- Time zone
- PT (UTC-8)
- Office locations
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