Victorwealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
VictorWealth provides discretionary investment management through separate accounts for both institutional clients (pension plans, endowments, foundations, family offices and other entities) and high‑net‑worth private clients. Services include active equity and fixed‑income portfolio management across strategies focused on wealth creation, income solutions and risk management, with ESG‑integrated and customizable account options.
The firm’s investment approach emphasizes top‑down stock selection combined with fundamental research and integrated ESG analysis, drawing on internally generated work as well as external sell‑side research, boutiques and consultants. Portfolio managers use a mix of valuation, quantitative and technical tools, employ performance attribution and rebalancing techniques (including a dynamic rebalancing methodology), and operate under discretionary authority with compliance‑monitored trade allocations.
Noteworthy given the firm’s small reported asset base and client count, VictorWealth describes operational controls and institutional capabilities that resemble larger managers, including real‑time allocation monitoring, a Brokerage Committee that reviews third‑party trade‑cost analytics, and a detailed Code of Ethics with defined blackout periods for personal trading. The firm also explicitly offers institutional‑style custom restrictions and reporting and an ESG program that allows both exclusionary screens and a quality‑focused portfolio product.
Client services
Expertise
Fee options
1% annually (flat rate applied across all strategies and account types)
Account minimum: $100,000 for retail strategies; $500,000 for private client accounts; $1,000,000 for institutional client accounts (minimums may be waived under certain circumstances)
Main office
50 California St, Ste 1500
San Francisco CA 94105
Advisors at this office
1
Most active in
California
Also doing business as
Bekhet, Victor Z · Shenouda Capital Management LLC · Victorwealth · Victorwealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)