Wealthgap
RIASEC RegisteredEst. 2019
Total AUM
$40.7K
Discretionary
$40.7K
100% of AUM
Avg account
$1.5K
Accounts
28
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305500
- Registered since
- November 1, 2019
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthgap is a small, individual-owned registered investment adviser that provides portfolio management to individuals and small businesses. The firm registers with the SEC (since 2019) and charges clients on a percentage-of-AUM basis. Its stated client base is individual and family investors; Wealthgap does not present itself as a multi-state adviser, pension consultant, capital allocator, or related adviser. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
John Zhang
CEO & Chief Investment OfficerCRD 7170428
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations