Wei David Wu
Investment adviser representative at Transamerica Financial Advisors, LLC
19 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Kistler Tiffany BenefitsMay 2015 to now
- Transamerica Financial Advisors, IncJan 2013 to now
- Rental PropertyJun 2011 to now
- World Financial Group, Inc.Nov 2008 to now
- Merck Co.Jun 2007 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 6161183
- Firm CRD
- 16164