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SI

Salvador Ibanez De Opacua

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CRD#: 3200599
SI

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Salvador Ibanez De Opacua, who also goes by Salvador Ibanez, Gaizka Ibanez De Opakua, Salvador Ibanez De Opacu, was a registered financial professional .

Salvador is a previously registered financial professional and started their career in finance in 2023. Salvador had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Salvador Ibanez | Gaizka Ibanez De Opakua | Salvador Ibanez De Opacu

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 4, 2023 - February 24, 2025

WEBER CAPITAL MANAGEMENT LLC

RIA
CRD#: 109624
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 8/2/2021
Uniform Investment Adviser Law Examination

Current Firm


WC
WEBER CAPITAL MANAGEMENT LLC
WEBER CAPITAL MANAGEMENT LLC

CRD#: 109624 / SEC#: 801-57043

RIA
Registered Investment Advisory firm - (6/23/2009 Terminated)
California
Registered Investment Advisory firm - (6/16/2009 Approved)
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Contact information


Main Address
580 California St. Suite 1663, San Francisco, CA 94104
Mailing Address
Po Box 475399, San Francisco, CA 94147
Phone number
(415) 828-5680
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 96,028,914

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/29/2024
Cover Page
01/26/2024
09/28/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WEBER CAPITAL MANAGEMENT LLC

CRD#: 109624

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