Wealthbridge, Inc. (CRD# 144198) is a financial advisory firm headquartered in Los Angeles, CA. They manage $34,200,000 in 650 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts650ACCOUNTS
Average Account Value$52,615
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, HI, TX, VA
David Chang (CRD# 5020283) is an Investment Advisor Representative working at Wealthbridge, Inc. in Honolulu, HI and has over 10 years of experience in the finance industry.