AW
AW

Admand Y Wong

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness OwnersFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
1,825 clients
Average Client Portfolio
$373K average
Assets Under Management
$680.1M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $25.0M1.00%
$25M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2821 Northup Way, Suite 120, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Admand is a life insurance producer and agency owner of Washington Heritage Insurance DBA Artizo, LLC since 2009. This is a full-time position, and he sells only life insurance and fixed annuities.

Employment History
Current Registrations
Integrity Financial Corporation
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Integrity Financial Corporation
March 2011 - October 2024 · 13 yrs 7 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.
Admand Y Wong - Financial Advisor | TrueAdvisor