# Conquis Financial

Conquis Financial is a Bank / Wealth / Trust based in Millbrae, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Millbrae, United States
- **Region:** North America
- **Address:** Millbrae, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** conquis.com
- **LinkedIn:** https://www.linkedin.com/company/conquisfinancial

## Regulatory record

- **CRD number:** 319579
- **SEC file number:** 801-123701
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319579

## About

Conquis Financial was established in 2022 as a US-based wealth manager. The firm provides asset management, investment management, and financial planning. It advises individuals, high-net-worth individuals, and businesses. No additional offices, team size, or portfolio holdings are publicly detailed. No dated operational events from the last 24 months appear in available records.

## Questions

### Who runs investment decisions at Conquis Financial?

No named principals or investment committee members are disclosed in public sources.

### What services does Conquis Financial provide?

The firm offers asset management, investment management, and financial planning to individuals, high-net-worth individuals, and businesses.

## Related profiles

- [Conrad Siegel Investment Advisors](https://altss.com/profile/conrad-siegel-investment-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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