EH
EH

Erhwei Huang

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
144 clients
Average Client Portfolio
$325K average
Assets Under Management
$46.8M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

185 W Chestnut Ave, Monrovia, CA, 91016

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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.

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Other Business ActivitiesSells Insurance

Erhwei is the President/Owner of Eternity Wealth Advisors, LLC DBA Eternity Wealth Insurance Agency, dedicating about half their time to it. Erhwei is also an Investment Advisor Representative with TransGlobal Advisory, LLC, and an insurance agent with Transglobal Insurance Agency, Inc., spending a few hours per week on each.

Employment History
Current Registrations
Globalink Securities, INC.Broker
July 2020 - Present · 5 yrs 7 mos
Transglobal Advisory, LLC
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Pair Capital Wealth Management, LLC
March 2018 - September 2020 · 2 yrs 6 mos
State Registrations5 states
CAILMANJTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Erhwei Huang - Financial Advisor | TrueAdvisor