Brett Gerard Villaume

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 06/2020
  Opus Bank
  Irvine, CA
• 06/2020 → 05/2021
  Pacific Premier Bancorp, Inc.
  Irvine, CA
• 05/2013 → 12/2018
  Golden Gate University
  San Francisco, CA
• 05/2021 → 05/2024
  Dogpatch Wealth
  San Francisco, CA
• 09/2019 → 12/2019
  Golden Gate University
  San Francisco, CA
• 07/2023 → Present
  Golden Gate University
  San Francisco, CA
• 07/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 2021-06-22 → 2024-05-31
  Dogpatch Wealth
  San Francisco, CA

Other Businesses

1. Secretary for Technical Analysis Educational Foundation. Non-profit, educational advocacy group. Located in: New York, NY. Start Date: May 2017. Not investment-related.2. trustee & POA of family trust 3. Executor of family trust 4. Treasurer of the Dogpatch Neighborhood Association Start Date 11/11/2025 5. South Beach Yacht Club Finance Committee member; South Beach Yacht Club 899 2nd Street, San Francisco, CA 94107; Start Date 2/17/2026

Exams

• S66 Uniform Combined State Law Examination
  2024-06-15
• S65 Uniform Investment Adviser Law Examination
  2021-06-22
• S63 Uniform Securities Agent State Law Examination
  2000-10-27

Other Names

• Brett Gerard Villaume
• Brett Villaume