Sandy Sau fan Moi
Investment adviser representative at Wpm Wealth Advisors LLC
28 yearsExperience
2 statesRegistered in
$72.4MFirm assets
5 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
Experience
28 years in the industry.
- Wpm Wealth Advisors LLCMay 2023 to now
- Sandy S. Moi, Cpa LLCJan 1998 to now
- Self-employedJan 1998 to now
- Avantax Advisory ServicesAug 2021 to May 2023
- Avantax Investment Services, Inc.Jun 1998 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Wpm Wealth Advisors LLC
$72.4MAssets managed
353Clients
3Advisers
5 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
- 3070347
- Firm CRD
- 316722