Wenjie Weng
Investment adviser representative at Acrylic Financial, Inc.
19 yearsExperience
1 stateRegistered in
$73.5MFirm assets
4 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Acrylic Financial, Inc.Jan 2025 to now
- MML Investors Services, LLCJul 2020 to now
- Mass Mutual Life Insurance CompanyJun 2020 to now
- Transamerica Financial Advisors, IncJan 2012 to Jun 2020
- World Financial GroupJan 2007 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NY).
Acrylic Financial, Inc.
$73.5MAssets managed
317Clients
21Advisers
4 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
- 5285784
- Firm CRD
- 288263