# San Francisco Wealth Planning LLC

San Francisco Wealth Planning LLC is a Multi Family Office based in San Francisco, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/matthiasgiezendanner

## Regulatory record

- **CRD number:** 296438
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296438

## About

SAN FRANCISCO WEALTH PLANNING LLC is an SEC-registered investment adviser with $66 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

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Last updated: 2026-07-06T01:24:25.008Z

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