# Wata Capital LLC

> Wata Capital LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 298666
- Filed as: WATA CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298666
- AdvisorCensus page: https://advisorcensus.com/firm/wata-capital-llc-san-francisco-ca-298666

## Quick answers

**How is Wata Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wata Capital LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Wata Capital LLC located?**
Wata Capital LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Wata Capital LLC registered with the SEC or a state?**
Wata Capital LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298666.

**How much does Wata Capital LLC manage?**
Wata Capital LLC reports $8,422,000 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**What types of clients does Wata Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (3).

**Does Wata Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298666

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $8,422,000
- Discretionary: $8,422,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $5,871,000 |
| High net worth individuals | 3 | $2,551,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wata Capital LLC (CRD 298666): Form ADV filing data as of October 2026.