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Kelsey Wiegmann Ellis

Seven Post Investment Office LP

San Francisco, CA

Basalt, CO

CRD 5995735

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Employer firm

Seven Post Investment Office LP CRD 157435

$9.61B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Seven Post Investment Office Lp

One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-28
  • CA RA
    APPROVED
    Since 2022-04-28

Branch Locations

One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States

Basalt, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Seven Post Private Investment Office San Francisco CA 10/2011 03/2017
Roaring Fork Valley Consulting Llc Basalt CO 04/2017 01/2020
Seven Post Investment Office Lp San Francisco CA 02/2020 Present
  • 10/2011 → 03/2017
    Seven Post Private Investment Office
    San Francisco, CA
  • 04/2017 → 01/2020
    Roaring Fork Valley Consulting Llc
    Basalt, CO
  • 02/2020 → Present
    Seven Post Investment Office Lp
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-07
  • S65 Uniform Investment Adviser Law Examination
    2020-09-07
Other Names
  • Kelsey Fleming Wiegmann
  • Kelsey Wiegmann
  • Kelsey Ellis
  • Kelsey Fleming Wiegmann

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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