WEN Capital Advisory Group, Inc.

RIASEC Registered

Total AUM

$26.6M

Discretionary

$26.4M

99% of AUM

Avg account

$220K

Accounts

121

Employees

Advisory reps

Firm details

Headquarters: El Cerrito, California
CRD number: 164701
Website: wenadvisory.com
Custodians: ALTRUIST FINANCIAL LLC, SHAREHOLDERS SERVICE GROUP, LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees
Client types: Individuals56.61%
HNWI41.16%
Corporations / Businesses2.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

WEN Capital Advisory Group, Inc. is an independent, corporate-structured registered investment adviser that serves both individual/family and institutional clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its billing mix includes percentage-of-AUM fees alongside hourly and subscription arrangements. WEN Capital reports it does not position itself as an active ESG investor and is not organized as a multi-state or pension consultant adviser.