CITRINE CAPITAL
SEC RegisteredTransparent, Straightforward, Authentic Virtual Financial Advisors
About the firm
Citrine Capital is a fee-only wealth management and tax preparation firm committed to helping startup founders, entrepreneurs, and tech professionals conserve and create wealth. As a virtual financial advisor, they work with clients to organize finances, manage investments, define and prioritize goals, plan for retirement and other major life events, reach financial independence, protect loved ones, and mitigate taxes. Their office is located in San Francisco.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only wealth management and tax preparation including investment management, tax planning and preparation, financial projections and analysis, retirement planning, equity compensation planning, QSBS guidance, 10b5-1 trading plan implementation, cash flow analysis, charitable giving strategies, estate planning, real estate tax strategies, Bitcoin investment management, LGBTQ+ financial planning, life insurance, disability insurance analysis, property and casualty insurance, asset protection, startup business planning, and socially responsible investing.
Who they serve
Startup founders, entrepreneurs, tech professionals, high-income earners, and high-net-worth professionals, particularly in the Bay Area.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 66 | $32M |
| High Net Worth Individuals | 75 | $315M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CITRINE CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.