Yu Wu
Investment adviser representative at Tpg Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$2.2BFirm assets
13 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 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
- Seminars and workshops
Experience
11 years in the industry.
- Tpg Financial Advisors, LLCAug 2022 to now
- N/aJun 2022 to Jul 2022
- Roi Financial Advisors, LLCSep 2020 to May 2022
- Lincoln Financial GroupDec 2019 to Aug 2020
- N/aMay 2019 to Dec 2019
- Abie EnglishDec 2018 to Apr 2019
- N/aJul 2018 to Nov 2018
- Ef Education FirstDec 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OR).
Tpg Financial Advisors, LLC
$2.2BAssets managed
637Clients
18Advisers
13 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
- 7209458
- Firm CRD
- 141153