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WEN CAPITAL ADVISORY GROUP, INC.
WEN FINANCIAL GROUP, INC.
CRD 164701
11100 SAN PABLO AVE, SUITE 210, EL CERRITO, CA, 94530, United States
Phone
800-916-9860
Fax
800-916-1290
Registration
— (—)
Source
State registered
Total AUM
$26.6M
Discretionary AUM
$26.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $15.1M |
| High net worth individuals | 17 | $11.0M |
| Corporations/business entities | 2 | $595K |
All web addresses on file
Official SEC filing: View on IAPD