A complete list of active advisors currently associated with Victorwealth, LLC

Warmer can help you find a great advisor at Victorwealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Victorwealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Victor Bekhet	San Francisco, CA	19

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