Wu
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
5440 Trabuco Rd, Irvine, California, 926...Phone Number
(949) 786-0117Website
www.wucorp.netRevenue
<$5 MillionIndustry
About Wu
Wu Wealth Management is a financial services firm dedicated to helping clients achieve their financial goals through personalized planning and long-term relationships with knowledgeable advisors. The firm offers a range of services including money management and insurance needs, tailored to meet the unique requirements of individuals and businesses. Led by K. Ken Wu, a Certified Financial Planner and Chartered Financial Consultant, the team combines expertise across various financial disciplines to develop effective strategies for clients. Wu Wealth Management primarily serves residents in specific states, ensuring compliance with regulatory requirements while providing comprehensive financial advice.Explore more
Wu Org Chart
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Wu Wealth Management is a financial services firm dedicated to helping clients achieve their financial goals through personalized planning and long-term relationships with knowledgeable advisors. The firm offers a range of services including money management and insurance needs, tailored to meet the unique requirements of individuals and businesses... Read More
