Adrian Wu
Investment adviser representative at Actitrust Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$140.5MFirm assets
5 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
11 years in the industry.
- Actitrust Wealth Management LLCAug 2025 to now
- StudentAug 2015 to Aug 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Actitrust Wealth Management LLC
$140.5MAssets managed
110Clients
5Advisers
5 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
- 8145256
- Firm CRD
- 284827