Investment adviser · CRD 299615
WEALTHPAVER
Investment adviser filing (IA)
WEFEA CAPITAL LLC
PLEASANTON, CA, United States · Form ADV filed Feb 6, 2023
- Regulatory AUM
- $22.5K Form ADV · Item 5.F
- Client accounts
- 11 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 11 | $22,450 | 100.0% |
Filing source
Form ADV 1708973 · Feb 6, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 6, 2023. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
4695 CHABOT DRIVE, SUITE 200PLEASANTON, CA, 94588, United States
CRD 299615
Filing source
Form ADV 1708973 · Feb 6, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.