Wei Zhang
Investment adviser representative at Smartleaf Asset Management LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$6.9BFirm 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.
- Portfolio management
Experience
13 years in the industry.
- Smartleaf Asset Management LLCOct 2015 to now
- Smartleaf IncJul 2013 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Smartleaf Asset Management LLC
$6.9BAssets managed
26Clients
9Advisers
11 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
- 6577920
- Firm CRD
- 172273