WEN FINANCIAL GROUP, INC.
AdvisoryEL CERRITO, CA
Data as of Jun 30, 2026 · Source: SEC Form ADV
Source: SEC Form ADV. Figures as filed Jun 30, 2026.
Total AUM
$27M
Discretionary %
99.2%
Clients
62
Employees
1
State-registered adviser
Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.
Advisers of similar size in CA
Closest by assets under management. All figures from Form ADV.
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