WANG FINANCIAL, LLC

Overview

Wang Financial, LLC is a small, independent registered investment adviser that serves individual and family clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm, formed as a limited liability company and SEC-registered in 2013, operates under single-owner control and runs a fee schedule that includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. Investment activity centers on pooled public funds as the backbone of client portfolios, supplemented by targeted allocations to third‑party alternative managers. Portfolios appear to be customized to client circumstances rather than indexed- or product-driven across the board: the firm reports a higher proportion of discretionary mandates but retains a non‑discretionary book as well. Wang Financial is not positioned as an ESG-focused investor, and it does not act as a capital allocator to proprietary vehicles.

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Location & Offices