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Zachary Joseph Riera

Osborne Partners

San Francisco, CA

CRD 6438792

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Employer firm

Osborne Partners CRD 108100

$2.65B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Osborne Partners

One Embarcadero Center Ste 4100, San Francisco, CA 94111 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-02
  • CA RA
    APPROVED
    Since 2026-03-02

Branch Locations

One Embarcadero Center Ste 4100, San Francisco, CA 94111 • 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
Wealth Architects, Llc Mountain View CA 08/2014 06/2020
Team Hewins, Llc Redwood City CA 07/2020 02/2026
Osborne Partners Capital Management Llc San Francisco CA 03/2026 Present
  • 08/2014 → 06/2020
    Wealth Architects, Llc
    Mountain View, CA
  • 07/2020 → 02/2026
    Team Hewins, Llc
    Redwood City, CA
  • 03/2026 → Present
    Osborne Partners Capital Management Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-22
  • S65 Uniform Investment Adviser Law Examination
    2015-09-22
Designations
  • Certified Financial Planner

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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