Pat Wang
Investment adviser representative at Shearwater Capital
27 yearsExperience
1 stateRegistered in
$427.3MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Shearwater CapitalMar 2025 to now
- TD Waterhouse Investor Services IncJun 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
Shearwater Capital
Legal name: Shearwater Capital, LLC
$427.3MAssets managed
180Clients
4Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2637650
- Firm CRD
- 115399