Wealthboost Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,181,818
Clients
38
Advisors
2
of 2 employees
About
WealthBoost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized investment advisory services for charitable organizations. The firm serves individual clients (including high‑net‑worth clients), small business retirement plans, and 501(c)(3) foundations.
The firm builds client portfolios using a tailored, goals‑based process that collects clients’ objectives and risk tolerances, then allocates primarily to mutual funds and ETFs, model portfolios or selected sub‑advisers; ongoing monitoring, rebalancing, and periodic reviews are part of its standard operating approach. Its written disclosures emphasize Modern Portfolio Theory and allow for both long‑ and short‑term strategies, while noting that tax efficiency is not a primary management objective and clients are encouraged to consult tax professionals.
What is distinctive about the firm is that its principals maintain law licenses and the ADV explicitly discloses that legal qualifications exist but that WealthBoost does not provide legal advice through the adviser — a characteristic that is uncommon among peers. The firm also highlights specialized charitable foundation services with explicit UPMIFA considerations, held‑away 529 account advisory capabilities, and the ability to act as a 3(38) fiduciary for small business retirement plans, which together differentiate its service mix from many similarly sized advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning services fixed fee typically ranges from $1,000 to $10,000, negotiable.
$0 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Not specifically stated, but SEC Part 1 reports hourly charges; brochure states fees for financial planning are fixed fees, no hourly rate explicitly stated.
Account minimum: $1,250,000
Main office
100 Pine Street, Suite 1250
San Francisco CA 94111
Advisors at this office
2
Most active in
California
Also doing business as
Wealthboost Advisors · Wealthboost Advisors, 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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Suzy H
Series 65
San Francisco, CA
Wealthboost Advisors, LLC
Suzy Hong is a financial advisor at WealthBoost Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Goodin, MacBride, Squeri & Day, LLP for eight years, as well as for the City & County of San Francisco. WealthBoost Advisors, LLC provides discretionary portfolio management, financial planning, retirement plan consulting, and specialized investment advisory services primarily for individual clients, small business retirement plans, and charitable organizations. The firm uses a tailored, goals-based process focusing on mutual funds, ETFs, model portfolios, and selected sub-advisers, with an emphasis on Modern Portfolio Theory and specialized services including legal qualifications and charitable foundation advisory.
Anthony W
CFA®, Series 66
San Francisco, CA
Wealthboost Advisors, LLC
Anthony Wan is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has been with Wealthboost Advisors, LLC since 2016. Wan serves as a board member for Asian Americans Advancing Justice - Asian Law Caucus, an organization focused on legal and civil rights for Asian Pacific Islander communities. Wealthboost Advisors, LLC provides discretionary portfolio management, financial planning, and retirement plan consulting services primarily for individual clients, small business retirement plans, and charitable organizations. The firm employs a goals-based investment process using mutual funds, ETFs, model portfolios, and sub-advisers, and is notable for its legal qualifications and specialized services for charitable foundations and small business retirement plans.
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