Wb Wealth Management
Wb Wealth Management (CRD# 156301) is a financial advisory firm headquartered in Houston, TX. They manage $2,247,868 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$89,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Albert Lu (CRD# 5882158) is an Investment Advisor Representative working at Wb Wealth Management in Houston, TX and has over 7 years of experience in the finance industry.