Aureliana Lopes Monteiro
Strategic Wealth Capital · San Francisco, California
Aureliana Lopes Monteiro is a fee-only financial advisor at Strategic Wealth Capital in San Francisco, California. Aureliana focuses on equity compensation, retirement with concentrated positions and family wealth transfer. Strategic Wealth Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Multi-generational families
- Founders
- Ultra high net worth
Facts
| Firm | Strategic Wealth Capital |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $5,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $238.4M across 370 accounts |
| SEC registration | Investment adviser representative in CA, NY, TX, VA · CRD 6188659 |
| Exams passed | Series 66 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | strategicwealthcapital.com |
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Questions about Aureliana
Is Aureliana Lopes Monteiro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aureliana holds no broker registration, and Strategic Wealth Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aureliana charge for financial advice?
Aureliana's firm, Strategic Wealth Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Aureliana charge?
According to Strategic Wealth Capital's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.
Where is Aureliana Lopes Monteiro based?
Aureliana Lopes Monteiro is based in San Francisco, California.
What does Aureliana specialize in?
Aureliana's specialties include equity compensation, retirement with concentrated positions and family wealth transfer. Aureliana works with executives, multi-generational families, founders and ultra high net worth.
Is Aureliana Lopes Monteiro registered with the SEC?
Yes. Aureliana Lopes Monteiro is registered as an investment adviser representative in CA, NY, TX and VA (CRD 6188659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strategic Wealth Capital manage?
Strategic Wealth Capital reports $238.4M across 370 accounts in assets under management.
How do I contact Aureliana Lopes Monteiro?
Through Aureliana's website, strategicwealthcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Strategic Wealth Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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