Manuel Nmn Choy
Investment adviser representative at Wpm Wealth Advisors LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$72.4MFirm assets
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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
16 years in the industry.
- Wpm Wealth Advisors LLCAug 2021 to now
- Dinosaur Financial Group LLCJan 2019 to Jan 2024
- Dcm AdvisorsJan 2018 to Feb 2022
- Dinosaur Securities, L.L.C.Jan 2010 to Jan 2018
- Dlg Wealth Management LLCJan 2010 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
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
- 4464917
- Firm CRD
- 316722