Wai ngan Henry Yu
Investment adviser representative at Summa Global Advisors, LLC
17 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$144.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Summa Global Advisors, LLCOct 2009 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 5 states (CA, HI, OR, TX, WA).
Summa Global Advisors, LLC
$144.1MAssets managed
125Clients
2Advisers
16 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
- 5194234
- Firm CRD
- 148713