Michael Wu (CRD# 2799195) is an Investment Advisor Representative working at Trailhead Pacific, LLC in Berkeley, CA and has over 27 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trailhead Pacific, LLC | Berkeley, CA | Jan 2023 - Current | 1 |
| Trailhead Pacific, LLC | San Francisco, CA | Jul 2017 - Dec 2022 | 5 |
| Fcm Investments | Dallas, TX | May 1995 - Dec 2017 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
- CA
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$13,569,061
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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