Peili Wang is a CFA-designated registered investment advisor at Gamma Investing LLC, based in Orinda, CA, with 4 years of industry experience. Peili operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 6 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Orinda, CA
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Regulatory History
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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Peili is the President of JLE Technology LLC, a real estate investment holding entity, since 2021. This requires minimal time each month.
Employment History
Current Registrations
Gamma Investing LLC
State Registrations1 state
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