Alan Michael Wong
Investment adviser representative at Aspiriant, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$18BFirm assets
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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
13 years in the industry.
- Aspiriant, LLCJan 2026 to now
- Chevron Oronite Company LLCMay 2024 to Nov 2025
- Chevron CorporationOct 2020 to May 2024
- Chevron U.S.A. IncJun 2017 to Oct 2020
- Chevron CorporationJun 2013 to Jun 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Aspiriant, LLC
$18BAssets managed
2,357Clients
73Advisers
18 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
- 8243191
- Firm CRD
- 146720