CRD: 164701
WEN Capital Advisory Group, Inc.
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- Custodian
- Altruist · Charles Schwab & Company · SSG
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-2012
- Office Locations
- 1
Office Locations
About WEN Capital Advisory Group, Inc.
Wen Capital Advisory Group (WCAG) is an independent wealth management and financial planning firm serving high-net-worth individuals and institutions in the El Cerrito/Walnut Creek, CA area. The firm provides strategic planning and coaching, including private client and business planning support, and builds portfolios across equities, fixed income, and alternatives such as real estate, hedge funds, and private equity.
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Client Personas
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Investment Themes
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Owner & Executives
WENJING HE
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5667900
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,395,093 | -- |
| Non-Discretionary | $211,191 | -- |
| Total | $26,606,284 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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