RIA Intel›Advisers›California›VICTORWEALTH, LLC

VICTORWEALTH, LLC

Advisory

SAN FRANCISCO, CA

Data as of Jun 11, 2026 · Source: SEC Form ADV

Rank in CA
#5,451
of 5,480 advisers by AUM
Average account
$13K
across 2 accounts
AUM per adviser
$25K
1 adviser

Source: SEC Form ADV. Figures as filed Jun 11, 2026.

Total AUM
$25K
Discretionary %
100%
Clients
5
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25K
Discretionary AUM$25K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC
NEWPORT BEACH, CA
$25K
STEVENS FIRST PRINCIPLES INVESTMENT ADVISORS
IRVINE, CA
$24K
-100.0% 1Y
PACIFIC MANAGEMENT LTD
SAUSALITO, CA
$23K
+1.4% 1Y
MADANAT DAVID ARON
$30K
STONEBRIDGE WEALTH MANAGEMENT LLC
$30K
LOBELKARIMI, LUCIAN, MOHSSIN
$30K

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