This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-10-2021
- Office Locations
- 1
Office Locations
About YZ Financial Advisors LLC
WISE360 is a purpose-driven digital financial wellness company offering budgeting planners and tools (Excel/Google Sheets), self-paced courses, and books focused on money mindset and practical financial skills. Public filings for YZ Financial Advisors LLC (CRD 314477) indicate retail financial planning and portfolio management, including tax, estate, and charitable planning, with custody at Charles Schwab. Notable: free annual zero-based budget planner and biweekly WISE Circle tips.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
YU ZHANG KRISKO
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #5331201
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,431,834 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,431,834 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing