Weilun Wang
Investment adviser representative at Wells Fargo Advisors
9 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- LPL Enterprise LLCAug 2025 to Nov 2025
- Schwab Wealth Advisory, Inc.Jun 2022 to Jun 2025
- Charles Schwab & Co., Inc.Dec 2020 to Jun 2025
- Charles Schwab Bank, SsbDec 2020 to Jun 2022
- UnemployedMay 2020 to Nov 2020
- Midtown Partners & Co. LLC.May 2019 to Aug 2019
- Softinway IncorporatedJun 2018 to Aug 2018
- Supercom IncorporatedJun 2017 to Aug 2017
- New York UniversitySep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7320911
- Firm CRD
- 19616