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WEFEA CAPITAL LLC
WEFEA CAPITAL LLC
WEALTHPAVER
PLEASANTON, California
·
7 registered advisors
·
CRD# 299615
SEC# 801-114452
0
925-218-1839
01
Firm Overview
AUM
$22K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at WEFEA CAPITAL LLC
7 registered advisors
Avni Jayesh Patel
PLEASANTON, California
CRD# 7044670
Hariharan Iyer
PLEASANTON, California
CRD# 7044470
Jay K Patel
PLEASANTON, California
CRD# 7013343
Neil Jayesh Patel
PLEASANTON, California
CRD# 7044673
Pooja Jayesh Patel
PLEASANTON, California
CRD# 7044668
Ripal Jayesh Patel
PLEASANTON, California
CRD# 7044667
Stephen Ferguson
PLEASANTON, California
CRD# 4560670
05
Office Locations
PLEASANTON, California
7 advisors
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Data sourced from SEC Form ADV filings. WEFEA CAPITAL LLC (CRD# 299615) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.