Xiuhua Xu
Investment adviser representative at Destination Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.9BFirm assets
Are you Xiuhua Xu? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Destination Wealth ManagementApr 2026 to now
- Baker Avenue Asset Management LPJan 2022 to Apr 2026
- Baker Avenue Asset Management LPMay 2019 to Dec 2021
- Not EmployedDec 2017 to May 2019
- Bank of America, N.A.Feb 2016 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Destination Wealth Management
$4.9BAssets managed
2,299Clients
37Advisers
29 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
- 6005872
- Firm CRD
- 110365