Xuan Wang
Investment adviser representative at Delta Investment Management, LLC
12 yearsExperience
1 stateRegistered in
$856.7MFirm assets
8 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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Delta Investment Management, LLCAug 2024 to now
- Chestnut Street Global Advisors, LLCJul 2024 to now
- UnemployedDec 2022 to Jul 2024
- Lido Advisors, LLCDec 2020 to Dec 2022
- Quantum Capital ManagementOct 2014 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Delta Investment Management, LLC
$856.7MAssets managed
1,099Clients
26Advisers
8 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
- 7452052
- Firm CRD
- 149596