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Poplar Global Wealth Management LLC (San Bruno)


Poplar Global Wealth Management LLC is an adviser based in San Bruno. It manages $27.4 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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Poplar Global Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Poplar Global Wealth Management: assets under management

The assets under management (AUM) of Poplar Global Wealth Management LLC is $27.4 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts and $2.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.36 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $300 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Poplar Global Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Bruno

The principal office where Poplar Global Wealth Management LLC performs its advisory services is located at 1001 Bayhill Dr., San Bruno, CA 94066, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-616-4163. The normal business hours are 630am-400pm on Monday - Friday. You can find more information about the New York firm at www.pgwm.com.


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