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Daniel R (mi Only) Heu-Weller

SONEN CAPITAL LLC·SAN FRANCISCO, California
SIE, Series 3, Series 7, Series 66Clean record9 years registeredSONEN CAPITAL LLC
456 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 5173409Firm CRD# 159461

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel R (mi Only) Heu-Weller · SAN FRANCISCO, CA
Registration
CRD #5173409 · SONEN CAPITAL LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

WELLS FARGO ADVISORS
Dec 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 66
Registration record
First registered · December 21, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SONEN CAPITAL LLC
CRD 159461 · SEC 801-72926
AUM
$793M
Regulatory assets under management
Employees
19
41 client accounts
Services offered by SONEN CAPITAL LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at SONEN CAPITAL LLC →
Introduction

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05

Frequently Asked Questions

What services does Daniel R (mi Only) Heu-Weller offer?
Daniel R (mi Only) Heu-Weller specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Daniel R (mi Only) Heu-Weller's credentials?
Daniel R (mi Only) Heu-Weller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel R (mi Only) Heu-Weller located?
Daniel R (mi Only) Heu-Weller is based in SAN FRANCISCO, California, working with SONEN CAPITAL LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Daniel R (mi Only) Heu-Weller charge for services?
Daniel R (mi Only) Heu-Weller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SONEN CAPITAL LLC?
SONEN CAPITAL LLC has approximately 19 employees and manages $793M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nicholas Koukopoulos
SAN FRANCISCO, CA
Raul Nmn Pomares
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