Wei Zhang is a CFA-designated registered investment advisor at Smartleaf Asset Management LLC, based in Boston, MA, with 10 years of industry experience. Wei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 19 clients with $3.7B in assets under management.
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Assets Under Management
Location
One Bowdoin Square, Suite 1000, 10th Floor, Boston, MA, 02114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Smartleaf Asset Management LLC
State Registrations2 states
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