$40.7K Total AUM
$40.7K Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
7 yrs Firm Age
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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
-- Dover DE
About Wealthgap
WEALTHGAP is a Dover, DE registered investment adviser led by CEO/CIO/CCO John Zhang, serving retail clients including entrepreneurs. The firm focuses on portfolio construction using publicly traded funds, with exposure themes including ETFs and alternatives such as hedge funds and real estate, and also provides insurance-related planning. Custodies with Alpaca.
Team overview
-- AVG AGE
$40.7K AVG AUM / ADVISOR
$727 AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
John Zhang
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Director
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,719 | $1,454 |
| Non-Discretionary | $0 | -- |
| Total | $40,719 | $1,454 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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