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TSAI WEALTH MANAGEMENT
CRD 151928
238 SOUTH ARROYO PKWY #120, PASADENA, CA, 91105, United States
Phone
626-709-6556
Fax
844-709-5225
Registration
— (—)
Source
State registered
Total AUM
$6.2M
Discretionary AUM
$6.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $6.2M |
All web addresses on file
Official SEC filing: View on IAPD