D
$69.5M Total AUM
$69.5M Disc. AUM
-- 3Y CAGR
2 Employees
157 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- Pathway
- Established Date
- 06-10-2014
- Office Locations
- 1
Office Locations
2339 3RD Street #41 SAN Francisco CA
About Dogpatch Wealth
Dogpatch Wealth is a San Francisco-based holistic wealth management practice led by founder Adam Gould (CFP, CEPA). The firm combines investment management with planning—tax strategy, insurance, retirement and education planning, and exit planning—to help investors pursue life and retirement goals. Portfolios emphasize public funds and ETFs, with ongoing advice, behavioral coaching, and tactical opportunities; custody includes Charles Schwab.
Team overview
-- AVG AGE
$69.5M AVG AUM / ADVISOR
$442.9K AVG AUM / CLIENT
12 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Peak momentum Pioneer Summit Glacier momentum Bridge Pathway pioneer Legacy value Focus Eagle
Client Personas
Capital vital Meridian
Custodian
Vector Vector capital Foundation Summit beacon Radial legacy Pioneer vector Horizon Timber glacier
Fund Managers
Foundation Frontier pioneer
Investment Themes
Vector ridge Alpha summit Optima foundation Prime Radial
Investment Vehicles
Matrix Prime Quantum timber Matrix
Platform
Prime
Services
Ember vertex Delta peak Atlas atlas Meridian crest Meridian Harbor Radial peak Wave wave Unison momentum
Technology
Vertex signal
Owner & Executives
ADAM JOSEPH GOULD
Owner
- CRD
- #5077415
- Ownership
- 75% or more
(651) 603-1278
vital.delta@deltacapital.com
in linkedin.com/in/horizon-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,539,299 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,539,299 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,539,299
Public Funds:
17.7% Equity - Exchange:
21.1% Cash:
24.9% U.S. Government/Agency:
23.7% Municipal Bonds:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,130,309,342 | 17.7% |
| Equity - Exchange | $1,347,430,911 | 21.1% |
| Cash | $1,590,096,193 | 24.9% |
| U.S. Government/Agency | $1,513,465,051 | 23.7% |
| Municipal Bonds | $804,626,989 | 12.6% |
| Total | $6,385,928,486 | 100.0% |