OS
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Olivia Sula-Wang
3 Years of Experience
Irvine, CA
1 DisclosureBroker
Olivia Sula-Wang is a registered investment advisor at Transamerica Financial Advisors, LLC, based in Irvine, CA, with 3 years of industry experience. Olivia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 42,440 clients with $1.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1071 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$10
Investment management only (planning not offered)
Minimum Annual Fee:$35
Transamerica Financial Advisors (TFA) offers several investment management programs, including:
- Third-Party Money Management Programs: TFA Advisors can connect you with third-party money managers (TPMMs) who manage model portfolios. Fees are specific to the TPMM you select.
- Transamerica® ONE Wealth Management Platform: This is a wrap fee program with a single fee for services. The total annual program fee does not exceed 2.0%.
- Transamerica® ALPHA Digital Investment Program: This program uses Betterment's platform. The total annual advisory fee ranges from 0.65% to 0.95%.
- TFA365 Advisory Program: This is a wrap fee program. The total annual program fee does not exceed 2.75%. A minimum annual account fee applies to accounts that fall below the program account minimum. For the Strategist Program and the Unified Managed Account Program, the minimum annual account fee is $35 (account minimum: $25,000). For the Separately Managed Account Program, the minimum annual account fee is $150 (account minimum: $100,000).
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Location
17671 Cowan, Irvine, CA, 92614
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2015On Appeal
Employment History
Current Registrations
Transamerica Financial Advisors, LLC
February 2026 - Present · 3 mos
Transamerica Financial Advisors, LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
Transamerica Financial Advisors, INCBroker
May 2012 - April 2015 · 2 yrs 11 mos
State Registrations2 states
CANC
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.