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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-19-2013
- Office Locations
- 1
Office Locations
About Wang Financial, LLC
WANG FINANCIAL is a Santa Barbara-based, independent, owner-managed, fee-only RIA providing comprehensive financial planning and investment management for individuals and families seeking creative solutions to unique situations. Portfolios follow Modern Portfolio Theory with a global multi-asset approach, a tactical allocation overlay, and a proprietary stock-selection model backed by fundamental research. Custodies primarily at Charles Schwab.
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Owner & Executives
JONATHAN KAE-CHI WANG
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4196411
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Helen Nathalie Perez
Wealth Advisor
- CRD
- #6931832
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,309,595 | $596,501 |
| Non-Discretionary | $14,848,201 | $1,158,545 |
| Total | $70,157,796 | $668,034 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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