Wenyuan Tang Nottebohm
Investment adviser representative at Cresset Asset Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$78.9BFirm assets
Are you Wenyuan Tang Nottebohm? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cresset Asset Management, LLCOct 2021 to now
- Berman Capital Advisors, LLCJul 2014 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Cresset Asset Management, LLC
$78.9BAssets managed
4,911Clients
211Advisers
9 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
- 5795761
- Firm CRD
- 288566