Wen Capital Advisory Group, Inc.

Wen Capital Advisory Group, Inc. (CRD# 164701) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $8,500,000 in 92 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.


Financial Advisors at Wen Capital Advisory Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Wenjing He
CRD#: 5667900
1990 North California Blvd, Suite 830, Walnut Creek, CA 94596

Wenjing He (CRD# 5667900) is an Investment Advisor Representative working at Wen Capital Advisory Group, Inc. in Walnut Creek, CA and has over 7 years of experience in the finance industry.

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