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List Of All wealth management company Leads in Pretoria

Searching for wealth management company in Pretoria? Below are 12 businesses with the essentials - location, contact details, and customer ratings. Ultima Financial Planners currently holds the top rating at 5.0★, while the average across the list sits around 4.5★. Details were last refreshed 10/2/2026, so you can browse with confidence and reach out directly to the ones that fit.

12 results · last updated 10/2/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Ultima Financial PlannersFinancial Advisor
Ground Floor, Block F, Corner Glenwood &, Glenfield Office Park, Oberon Ave, Faerie Glen, Pretoria, 0081, South AfricaView on Google Maps
5.0(46)
+*7****8**86View in Leads Search-www.ultimafp.co.za/
FacebookX (Twitter)
Bovest Wealth ManagementFinancial Advisor
175 Corobay Ave, Waterkloof Glen, Pretoria, 0181, South AfricaView on Google Maps
5.0(15)
+*7**9986*28View in Leads Searchad***@b*****.co.zaView in Leads Searchwww.bovest.co.za/
InstagramFacebook
Quantum Asset Management (Pty) LtdInvestment service
90 Florence Ribeiro Ave, Nieuw Muckleneuk, Pretoria, 0181, South AfricaView on Google Maps
5.0(4)
+*7****6**84View in Leads Searchin**@q************.co.zaView in Leads Searchwww.quantumwealth.co.za/-
Asande WealthFinancial planner
75 George Storrar Drive, Cnr, Engelenburg St, Groenkloof, Pretoria, 0181, South AfricaView on Google Maps
5.0(2)
+*7**9**7900View in Leads Search-asandewealth.co.za/-
Latitude WealthFinancial planner
Ground Floor, Block C, World Bank Office Park, East Wing, 442 Rodericks Rd, Lynnwood, Pretoria, 0081, South AfricaView on Google Maps
5.0(1)
+*7*****7697View in Leads Search-latitudewealth.co.za/-
Altitude Wealth ManagementInsurance agency
332 Grus St, Waterkloof Ridge, Pretoria, 0181, South AfricaView on Google Maps
4.9(56)
+*7******889View in Leads Searchin**@a***.co.zaView in Leads Searchaltw.co.za/
InstagramFacebook
PWM Private Wealth Management (Pty) LtdFinancial planner
Building 6th Floor 180, Maine, Park Lane West, 197 Amarand Ave, Menlyn, Pretoria, 0181, South AfricaView on Google Maps
4.9(8)
+*7***66**00View in Leads Search-www.privatewealth.co.za/-
Ascor Independent Wealth ManagersFinancial planner
20 Quintin Brand St, Persequor, Pretoria, 0020, South AfricaView on Google Maps
4.7(30)
+*7****9**24View in Leads Search-www.ascor.co.za/-
Efficient WealthFinancial planner
81 Dely Rd, Alphen Park, Pretoria, 0081, South AfricaView on Google Maps
4.5(36)
+*78789*9988View in Leads Searchen*******@e**.co.zaView in Leads Searchwww.efw.co.za/
LinkedInInstagramFacebook
Citadel Investment Services, PretoriaInvestment service
Kaaimans Building Lynnwood Bridge Office Park 14 Hilden Road, off Daventry St, Lynnwood Manor, Pretoria, 0081, South AfricaView on Google Maps
4.4(7)
+*7***7***00View in Leads Searchco********@c******.co.zaView in Leads Searchwww.citadel.co.za/
LinkedInInstagramFacebookX (Twitter)YouTube
FF
Finwel Financial Management ServicesFinancial planner
11, Sinoville Corner Centre, 23 Braam Pretorius St & Vinko Street, Sinoville, Pretoria, 0182, South AfricaView on Google Maps
1.0(9)
+*787***6631View in Leads Search---
PSG Silver Lakes Wealth Management & StockbrokingInvestment company
Avocet Corner, Hazeldean Office Park, Silver Lakes, 687 Silverlakes Rd, Pretoria, 0081, South AfricaView on Google Maps
-+*786***8*90View in Leads Searchin**@p**.co.zaView in Leads Searchadvisers.psg.co.za/branch-office/silver-lakes-wealth-management-and-stockbroking
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