Lei Wang
Lei Wang is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in West Palm Beach, FL, with 30 years of industry experience. Lei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
West Palm Beach, FL
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Regulatory History (2)
Customer Dispute
October 2025Customer Dispute
September 2016Other Business ActivitiesSells Insurance
Lei is an insurance agent selling various insurance products including life, disability, annuities, and long-term care insurance, dedicating about a quarter of their time to these activities. Lei is also a book author, spending minimal time on this endeavor.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Aetna Investment Services, LLCBroker
Aetna Financial Services, INC.Broker
Financial Network Investment CorporationBroker
Aetna Financial Services, INC.Broker
Aetna Investment Services, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.