RIA Intel›Advisers›California›WANG FINANCIAL, LLC

WANG FINANCIAL, LLC

Advisory

SANTA BARBARA, CA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in CA
#3,123
of 5,480 advisers by AUM
AUM change, 1 year
-22.0%
16th percentile in CA
AUM CAGR, 3 year
-15.0%
compound annual growth
Average account
$540K
across 130 accounts
AUM per adviser
$23M
3 advisers
Filing history
13
filings since 2013

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$70M
1-Year AUM Growth
-22.0%
3-Year CAGR
-15.0%
Employees
3
Assets Under Management
Total AUM$70M
Discretionary AUM$55M
Non-Discretionary AUM$15M
Discretionary %78.8%
Total Clients44
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record13
First FilingApr 15, 2013
Latest FilingMar 24, 2026
Full AUM trend chart and 13 historical filings spanning 13+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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