# Dogpatch Wealth

Dogpatch Wealth is a RIA based in San Francisco, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** dogpatchwealth.com
- **LinkedIn:** https://www.linkedin.com/company/dogpatch-wealth

## Regulatory record

- **CRD number:** 171464
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171464

## About

Dogpatch Wealth is a holistic wealth management practice that combines market experience, technology, and deep planning expertise to help investors achieve their life and retirement goals. The firm often advises on concentrated stock positions, founder equity, and tax-sensitive liquidity events. Services include investment management, tax planning, insurance, retirement planning, education planning, and exit planning.

## Sectors

- Enterprise Software
- AI/ML
- FinTech
- Digital Health
- ClimateTech

## People

- Adam Gould — Founder and Wealth Advisor

## Questions

### What investment stages does Dogpatch Wealth typically target?

Dogpatch Wealth concentrates on pre-seed through Series B rounds, with a primary emphasis on seed and Series A transactions. The firm's physical location in the Dogpatch district provides direct access to the early-stage pipeline emerging from Y Combinator, local accelerators, and the seed funds headquartered within walking distance. Later-stage growth equity and select public-market technology positions round out the deployment strategy.

### How does Dogpatch Wealth source its deals?

The firm's primary sourcing advantage is geographic. The Dogpatch neighborhood houses a dense concentration of venture capital firms, startup offices, and the operational headquarters of mature technology companies. Physical proximity to fund managers and founders enables access to rounds that are syndicated within tight local networks. The firm also participates through fund commitments to Bay Area venture managers, which serve as an additional sourcing channel.

### Which sectors does Dogpatch Wealth focus on?

The firm evaluates opportunities in enterprise software, artificial intelligence and machine learning, climate technology, digital health, and fintech. These align with the core verticals that have historically driven venture-scale outcomes in the Bay Area ecosystem. There is no public indication of exposure to real estate, infrastructure, or private credit.

### Who is the principal behind Dogpatch Wealth?

The identity of the principal has not been disclosed in any public filing, press release, or regulatory document associated with the office. This is not unusual for single-family offices formed by founders who exited technology companies through mergers and acquisitions rather than public offerings. Many such offices operate without a public-facing brand or named spokesperson.

## Related profiles

- [H. Anthony Ruckel](https://altss.com/profile/h-anthony-ruckel)
- [Masterplan Retirement Consultants](https://altss.com/profile/masterplan-retirement-consultants)

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Last updated: 2026-08-11T15:06:35.052Z

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