Guillermo Amoretty

AMORETTI WOLLMAN CAPITAL MANAGEMENT

SAN FRANCISCO, CA 94105

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CRD#: 7479713

Professional summary

Guillermo Amoretty, who also goes by Guillermo Amoretti, is a registered financial advisor currently at AMORETTI WOLLMAN CAPITAL MANAGEMENT located in San Francisco, California.

Guillermo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Guillermo has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Guillermo Amoretti

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.

ORG NAME: AMORETTI ADVISORS | INVST REL: NO | ORG ADDR: 575 MARKET STREET, SAN FRANCISCO, CA | NATURE OF BUS: CPA/TAX PRACTICE & ACCOUNTANCY FIRM | TITLE: PRINCIPAL, CPA & TAX ADVISOR| START DT: 01/01/2023| TOTAL HRS P/M: 100| DUTIES: TAX PLANNING & ADVICE Intent Investment Partners, LLC: Owner. INVST REL: Yes. START DT: 06/20/2023. 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. Mr. Amoretty spends approximately 1-2 hours on this activity per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guillermo Amoretty'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®

None

Experience

Current

July 12, 2022 - Present

AMORETTI WOLLMAN CAPITAL MANAGEMENT

Office #1: 575 Market Street, San Francisco, CA 94105

RIA

CRD#: 315111

SAN FRANCISCO, CA

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
(7/12/2022)

IAR

Texas
(2/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/12/2022

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

Documents

Latest Form ADV

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.

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Guillermo Amoretty

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Guillermo Amoretty's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMORETTI WOLLMAN CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/12/2022

Current Firm

AMORETTI WOLLMAN CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMORETTI WOLLMAN CAPITAL MANAGEMENT

TRUST BUT VERIFY

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