Brian Anthony Wang
Investment adviser representative at Capital Advantage, Inc.
22 yearsExperience
1 stateRegistered in
CFADesignation
$1.3BFirm assets
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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.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Capital Advantage, Inc.Jun 2021 to now
- Consilium Wealth ManagementApr 2018 to May 2021
- Allianz Global InvestorsJul 2004 to Mar 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Capital Advantage, Inc.
$1.3BAssets managed
667Clients
8Advisers
28 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
- 6404954
- Firm CRD
- 108985