Wang Financial, LLC

Wang Financial, LLC (CRD# 167570) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $71,846,679 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

1114 State Street, Suite 300, Santa Barbara, CA 93101

https://www.wangfinancial.com/

By the Numbers

Total Assets Under Management

72

MILLION
Total Number of Accounts

118

ACCOUNTS
Average Account Value

$608,870

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Wang Financial, LLC

Showing 1 - 2 of 2 top financial advisors.

Helen N. Perez

CRD#: 6931832

1114 State Street, Suite 300, Santa Barbara, CA 93101

Helen Perez (CRD# 6931832) is an Investment Advisor Representative working at Wang Financial, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

Jonathan K. Wang

CRD#: 4196411

1114 State Street, Suite 300, Santa Barbara, CA 93101

Jonathan Wang (CRD# 4196411) is an Investment Advisor Representative working at Wang Financial, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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