Wealthbridge, Inc.

Wealthbridge, Inc. (CRD# 144198) is a financial advisory firm headquartered in Honolulu, HI. They manage $38,292,057 in 550 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    550
    ACCOUNTS
  • Average Account Value
    $69,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, TX, VA

Financial Advisors at Wealthbridge, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David S. Chang
CRD#: 5020283
900 Fort Street Mall, Suite 1200, Honolulu, HI 96813
98
Wealthminder
score

David Chang (CRD# 5020283) is an Investment Advisor Representative working at Wealthbridge, Inc. in Honolulu, HI and has over 9 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.