Wendy Wan Turk
Investment adviser representative at The Wealthgarden F.S. LLC
15 yearsExperience
2 statesRegistered in
$227.6MFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- The Wealthgarden F.S. LLCAug 2023 to now
- LPL Financial LLCOct 2012 to Jul 2021
- Gerber Kawasaki, Inc.Jan 2011 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
The Wealthgarden F.S. LLC
$227.6MAssets managed
236Clients
5Advisers
2 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
- 5880914
- Firm CRD
- 311927