GD
Guillaume M. Decalf
WE FINANCIAL GROUP
SAN FRANCISCO, CA 94108
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CRD#: 7003690
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Professional summary
Guillaume Maxime Henri Decalf, who also goes by Guillaume Decalf, is a registered financial advisor currently at WE FINANCIAL GROUP located in San Francisco, California.
Guillaume is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Guillaume has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Guillaume Decalf
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.
CRS (Client Relationship Summary) - RIA
Click below to view Guillaume Maxime Henri Decalf'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
September 10, 2018 - Present
WE FINANCIAL GROUP
Office #1: 447 Sutter St Suite 506 - 1493, San Francisco, CA 94108RIA
CRD#: 298549
SAN FRANCISCO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WF
WE FINANCIAL GROUP
OUI FINANCIAL | WE FINANCIAL US | WE FINANCIAL INTERNATIONAL | WE FINANCIAL GROUP LLC | WE FINANCIAL GROUP | WE FINANCIAL FRANCE | STRIPPERFP | OUI FINANCIAL US | OUI FINANCIAL LLC | OUI FINANCIAL INTERNATIONAL | OUI FINANCIAL FRANCE
CRD#: 298549 / SEC#: 801-131895
RIA
Registered Investment Advisory firm - (2/4/2025 Approved)California
Registered Investment Advisory firm - (3/12/2025 Terminated)Illinois
Registered Investment Advisory firm - (2/4/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2025 Terminated)New Jersey
Registered Investment Advisory firm - (2/11/2025 Terminated)New York
Registered Investment Advisory firm - (6/8/2020 Approved)North Carolina
Registered Investment Advisory firm - (2/11/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/11/2025 Terminated)Texas
Registered Investment Advisory firm - (2/10/2025 Terminated)Washington
Registered Investment Advisory firm - (3/10/2025 Terminated)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(9/10/2018)
IAR
Illinois(7/11/2022)
IAR
Massachusetts(9/26/2022)
IAR
New Jersey(6/4/2021)
IAR
New York(8/19/2021)
IAR
North Carolina(8/23/2023)
IAR
Pennsylvania(2/8/2024)
IAR
Texas(11/8/2019)
IAR
Washington(3/18/2022)
Current Firm
WF
WE FINANCIAL GROUP
OUI FINANCIAL | WE FINANCIAL US | WE FINANCIAL INTERNATIONAL | WE FINANCIAL GROUP LLC | WE FINANCIAL GROUP | WE FINANCIAL FRANCE | STRIPPERFP | OUI FINANCIAL US | OUI FINANCIAL LLC | OUI FINANCIAL INTERNATIONAL | OUI FINANCIAL FRANCE
CRD#: 298549 / SEC#: 801-131895
RIA
Registered Investment Advisory firm - (2/4/2025 Approved)California
Registered Investment Advisory firm - (3/12/2025 Terminated)Illinois
Registered Investment Advisory firm - (2/4/2025 Terminated)Massachusetts
Registered Investment Advisory firm - (2/10/2025 Terminated)New Jersey
Registered Investment Advisory firm - (2/11/2025 Terminated)New York
Registered Investment Advisory firm - (6/8/2020 Approved)North Carolina
Registered Investment Advisory firm - (2/11/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/11/2025 Terminated)Texas
Registered Investment Advisory firm - (2/10/2025 Terminated)Washington
Registered Investment Advisory firm - (3/10/2025 Terminated)PREMIUM
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Contact information
Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 994-9767
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 663 |
| AUM (Assets Under Management) | $ 101,430,130 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WE FINANCIAL GROUP
CRD#: 298549San Francisco, CA 94108TRUST BUT VERIFY
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