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WANG FINANCIAL, LLC
CRD 167570 · SEC 801-77980
1114 STATE STREET, SUITE 300, SANTA BARBARA, CA, 93101, United States
Phone
805-568-5313
Fax
805-568-5315
Registration
— (—)
Source
State registered
Total AUM
$70.2M
Discretionary AUM
$55.3M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; HOURLY-RATE TAX/ESTATE PLANNING ADVICE & FIDUCIARY ADVISORY SVCS
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)HOURLY-RATE TAX/ESTATE PLANNING ADVICE & FIDUCIARY ADVISORY SVCS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.2M |
| High net worth individuals | 31 | $62.4M |
All web addresses on file
Official SEC filing: View on IAPD