CRD: 315111
Amoretti Wollman Capital Management
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- Custodian
- Altruist · Charles Schwab & Company · Matrix Trust · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2021
- Office Locations
- 1
Office Locations
About Amoretti Wollman Capital Management
Amoretti Wollman Capital Management is a San Francisco-based RIA providing integrated wealth, investment, and tax-aware planning for highly compensated individuals and families and growth-oriented small businesses. As risk-based managers, they build custom allocations across public and private markets, with portfolios primarily implemented via ETFs. Investment and tax strategy is coordinated with Amoretti Advisors; custody includes Charles Schwab and Altruist.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Guillermo Amoretty
Chief Financial Officer, PRINCIPAL
- CRD
- #7479713
- Ownership
- 50% but less than 75%
JUSTIN WILLIAM JACK WOLLMAN
Chief Compliance Officer, PRINCIPAL, Tax Advisor
- CRD
- #4831622
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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RODRIGO ARTURO NEVADO
Director of Operations
- CRD
- #4254614
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,787,769 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,787,769 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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