Wei Wu
Wei Wu is a registered investment advisor at Cetera Investment Advisers LLC, based in Marietta, GA, with 4 years of industry experience. Wei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Marietta, GA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wei works as a business information consultant for CarelonRx, dedicating nearly full-time hours. Wei also owns Huiwei Wealth Management Inc., providing financial consulting services and selling annuity products, which also takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations12 states
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