Falists
← Back to search

WFM ASIA (BVI) LIMITED

CRD 139173 · SEC 801-66008

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

Visit website

SUITE 2701, 27TH FLOOR, TWO EXCHANGE SQUARE, CENTRAL, HONG KONG, Hong Kong

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.59B

Discretionary AUM

$2.59B

Team

13 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

Verify reputation

Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.

  • SEC IAPD

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck

    FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.

  • Better Business Bureau

    Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles2$2.59B

All web addresses on file

Official SEC filing: View on IAPD