AIMTOP ADVISORS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CUPERTINO, California
CRD number
312935
Registered since
February 26, 2021

Firm profile

FINTRX

Overview

Aimtop Advisors, LLC is an SEC-registered limited liability company that appears to operate primarily as a sponsor and general partner, acting as managing member of pooled investment vehicles. The firm registered with the SEC in 2021 and is owned by an individual. It is classified as unclassified in the snapshot data and is not designated as a capital allocator, pension consultant, related adviser, or multi-state adviser. The firm is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Weijia Wang

    Founder and Managing PartnerCRD 7343279

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CUPERTINO, CA

SANTA CLARA

Location

CUPERTINO, CA

Headquartered in CUPERTINO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
10080 N Wolfe Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth