William
Bockwoldt
Wealthspire Advisors
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About this Advisor
William Bockwoldt is a financial advisor based in San Rafael, California, working with Wealthspire Advisors. William has previously held a position at Private Ocean. William has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, William is part of Wealthspire Advisors, which operates out of San Rafael, California. The firm has 2 offices and 45 employees. The firm manages assets totaling $2.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$2,819,336,852
45
944
$2,986,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Bockwoldt Work History
Private Ocean
Disclosures
Please visit the SEC profile of William Bockwoldt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
Seattle, WA
San Rafael, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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