Wu

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

5440 Trabuco Rd, Irvine, California, 926...

Phone Number

(949) 786-0117

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
1
1
1
1
1

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 financial strategies of individuals and businesses. Led by Ken Wu, a Certified Financial Planner and Chartered Financial Consultant, the team combines expertise across various financial disciplines to provide sound advice and competitive products. Wu Wealth Management primarily serves clients in specific states, ensuring a focused approach to their financial independence.Explore more
Wu's Social MediaPopular SearchesWU CorpConsultants Of Wu CorpBroadridge Financial Solutions IncBroadridge Investor Communication Solutions IncWu Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Wu Org Chart

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Chief Executive Officer

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Managing Director

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WH
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Manager, Audit

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JD
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Manager

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JK
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Manager, Accounting

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WW
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Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wu

<$5M
1-10
Private
-
2005
$6.6M
1-10
Private
-
2010
N/A
<$5M
11-50
Private
-
-
SG
Scott GoldingInvestment Advisor & Representative
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
-
Thomas Leonardi, President & Chief Executive Officer at Strategic Capital Advisors
Thomas LeonardiPresident & CEO
<$5M
1-10
Private
-
2002
KV
Karen Van HyningPrimary Advisor and Managing Partner
<$5M
1-10
Private
-
2007
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wu is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wu is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wu.

Wu Tech Stack

Wu News & Media

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Frequently Asked Questions Regarding Wu

What is Wu's official website?
Wu's official website is www.wucorp.net
What is Wu's Revenue?
Wu's revenue is <$5 Million
What is Wu's SIC code?
Wu's SIC: 62,628
What is Wu's NAICS code?
Wu's NAICS: 52,523
How many employees does Wu have?
Wu has 1-10 employees
What industry does Wu belong to?
Wu is in the industry of: Finance, Insurance, Securities Trading
What is Wu competition?
Wu top competitors include: Verdi Group, Hart Financial Services, Independent Investment Services, Spectrum Wealth Management
What technology does Wu use?
Some of the popular technologies that Wu uses are: Cloudflare Website Optimization, Google Font API, Neustar UltraDNS, Google Tag Manager
How do I contact Wu?
Wu contact info: Phone number: (949) 786-0117 Website: www.wucorp.net
What does Wu do?

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 financial strategies of individuals and bu... sinesses. Led by Ken Wu, a Certified Financial Planner and Chartered Financial Consultant, the team combines expertise across various financial disciplines to provide sound advice and competitive products. Wu Wealth Management primarily serves clients in specific states, ensuring a focused approach to their financial independence.Read More

What are Wu social media links?
Wu Facebook page
Is Wu a public company?
Wu is private company therefore does not currently have an official ticker symbol
See more information about Wu

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