JW
Justin W. Wollman
AMORETTI WOLLMAN CAPITAL MANAGEMENT
San Francisco, CA 94105
Some features on this profile are disabled
CRD#: 4831622
JW
Professional summary
Justin William Jack Wollman is a registered financial advisor currently at AMORETTI WOLLMAN CAPITAL MANAGEMENT located in San Francisco, California.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Justin has worked at 7 firms and has passed the Series 65, Series 66, Series 3, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
DGC Global: Vice President of Finance, Director, and five percent shareholder. INVST REL: No. START DT: 03/2016. DGC Global is a sales representative firm in the semiconductor manufacturing industry. Justin's responsibilities include creation of financial statements and quarterly sales forecasting. DGC Global is a California S Corporation. TOTAL HRS P/M: 4 Broadbrush: CEO, Secretary, CFO, and Director. INVST REL: No. START DT: 12/2014. Broadbrush holds investment properties in the San Francisco Bay Area. Justin's responsibilities include financial reporting, creation of financial statements, and quarterly forecasting. Broadbrush is a California S Corporation. TOTAL HRS P/M: 4 Rocket Group: CEO, Secretary, CFO, and Director. INVST REL: No. START DT: 12/2014. Rocket Group is a consulting company in the semiconductor manufacturing industry. Justin's responsibilities include financial reporting, creation of financial statements, and quarterly sales forecasting. Rocket Group is a California S Corporation. TOTAL HRS P/M: 4 SCGI Co.: CEO, Secretary, CFO, and Director. INVST REL: No. START DT: 12/2023. SCGI holds investment properties in the San Francisco Bay Area. Justin's responsibilities include financial reporting, creation of financial statements, and quarterly forecasting. SCGI is a Delaware C Corporation registered as a foreign entity in California. TOTAL HRS P/M: 4 Amoretti Advisors: Tax Advisor. INVST REL: No. START DT: 11/2023. Justin obtained his tax preparation license from CTEC and will provide tax preparation services in this position. Intent Investment Partners, LLC: Owner. INVST REL: Yes. START DT: 06/2023. This LLC was created to hold personal investments only. No client assets or related monies are held, invested, or otherwise used by Intent Investment Partners. Furthermore, no clients are solicited to invest in or in any way participate in Intent Investment Partners. TOTAL HRS P/M: 1-2 Intent Financial Services. Sole Prop Owner. INVST REL: No. START DT: 01/2024. Sole Prop set up for bookkeeping and tax work. TOTAL HRS P/M: 40. Sonar Signal, Inc., a Delaware C-Corp. Founder, July 2025 - Present. Sonar Signal, Inc. is a financial technology company in the behavioral planning space. It does not provide investment advice, manage assets, or operate as an RIA. The platform is being developed as a software tool to help individuals reflect on values, goals, and general financial habits. There is no overlap with AWCM clients, and no advisory activity is involved. TOTAL HRS P/M: 40
CRS (Client Relationship Summary) - RIA
Click below to view Justin William Jack Wollman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 19, 2021 - Present
AMORETTI WOLLMAN CAPITAL MANAGEMENT
Office #1: 575 Market Street 4th Floor, San Francisco, CA 94105RIA
CRD#: 315111
San Francisco, CA
Past
August 12, 2010 - September 12, 2013
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
ATLANTA, GA
Past
August 12, 2010 - September 12, 2013
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
SAN FRANCISCO, CA
Past
September 28, 2005 - June 15, 2010
ALLIANCEBERNSTEIN L.P.
RIA
CRD#: 108477
SAN FRANCISCO, CA
Past
September 23, 2005 - June 1, 2010
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
SAN FRANCISCO, CA
Past
October 12, 2004 - June 29, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN FRANCISCO, CA
Past
October 12, 2004 - June 29, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 12, 2004 - June 29, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/19/2021)
IAR
Texas(12/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
AMORETTI WOLLMAN CAPITAL MANAGEMENT
AMORETTI WOLLMAN CAPITAL MANAGEMENT | INTENT INVESTMENT MANAGEMENT
CRD#: 315111 / SEC#:
California
Registered Investment Advisory firm - (8/19/2021 Approved)Texas
Registered Investment Advisory firm - (11/27/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
575 Market Street 4th Floor, San Francisco, CA 94105
Mailing Address
575 Market Street 4th Floor, San Francisco, CA 94105
Phone number
(415) 717-2661
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 233 |
| AUM (Assets Under Management) | $ 21,524,170 |
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.
