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- Custodian
- Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-11-2002
- Office Locations
- 1
Office Locations
About Wealth Management, LLC
WealthManagement.com is a wealth management industry media platform publishing news and analysis for financial advisors and RIAs across RIA/wirehouse moves, regulation & compliance, wealthtech, investment strategy (including alternatives and ETFs), and planning topics like estate and college. Content spans articles, podcasts, and events, plus digital editions such as Trusts & Estates—useful for staying close to advisor priorities and industry trends.
Team overview
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Custodian
Fund Managers
Investment Themes
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Owner & Executives
Huiming Sun
Managing Member
- CRD
- #6616630
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,576,817 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,576,817 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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