David Guowei Wu
Investment adviser representative at Transamerica Financial Advisors, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Inheritguard, LLCSep 2024 to now
- Mj Marketing LLCJun 2024 to now
- Jar InsuranceApr 2022 to now
- Lspn Pro, LLCMar 2022 to now
- Link(legacy Shield)Apr 2021 to now
- Francisco Middle SchoolFeb 2020 to now
- Transamerica Financial Advisors, IncJan 2018 to now
- Heartland Institute of Financial EducationMay 2015 to now
- WfgiaAug 2013 to now
- Tiny Seeds Family DaycareSep 2020 to Mar 2021
- Toastmasters International Sf BranchJul 2018 to Jul 2020
- Varsity TutorsNov 2017 to Mar 2021
- UberAug 2017 to Dec 2017
- Wyzant TutoringAug 2017 to Oct 2017
- Bowdoin CollegeSep 2013 to May 2017
- StudentAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6900891
- Firm CRD
- 16164