# San Francisco Wealth Planning LLC: new SEC registration, $112M AUM, 

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | San Francisco Wealth Planning LLC |
| Legal name | San Francisco Wealth Planning LLC |
| CRD | 296438 |
| Status | Approved |
| Registered with the SEC | 2026-06-26 |
| Latest Form ADV filing | 2026-09-22 |
| Regulatory AUM | $112,288,388 |
| Accounts | 178 |
| Employees | 2 |
| Website | https://www.facebook.com/matthias.giezendanner |

## Why this score
- $112M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/296438). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.