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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan · Merrill Lynch · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-10-2012
- Office Locations
- 1
Office Locations
About Victorwealth, LLC
Victorwealth, LLC is a San Francisco-based RIA serving retail investors with active portfolio construction that emphasizes quality securities and ESG integration. The firm builds sustainable, values-aligned solutions and incorporates financially material sustainability insights alongside traditional fundamentals, including stewardship engagement to promote sound corporate governance. Portfolios are implemented largely with ETFs and are positioned around wealth creation, risk mitigation, and income generation.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VICTOR Z BEKHET
Chief Executive Officer, Founder
- CRD
- #5033498
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,000 | -- |
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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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