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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2018
- Office Locations
- 4
Office Locations
About WE Financial Group
We Financial Group is a boutique wealth management firm serving tech entrepreneurs and professionals building wealth in the U.S., French families with cross‑border U.S./France tax and investment needs (Oui Financial), and multigenerational high‑net‑worth families focused on legacy (Lengrand & Henri). Offers financial planning and portfolio construction with ETF‑centric implementation, and can custody at firms like Schwab and Fidelity.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GUILLAUME MAXIME HENRI DECALF
Chief Compliance Officer, Chief Executive Officer, Consultant
- CRD
- #7003690
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Nicolas Jean Francis Benit
--
- CRD
- #8041716
Smara Savoy
--
- CRD
- #8010759
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,435,763 | $196,660 |
| Non-Discretionary | $0 | -- |
| Total | $127,435,763 | $196,660 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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