William Kenneth Wee
CFP®Professional Summary
William Kenneth Wee, CFP®, who also goes by Billy Wee, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1993 - 2025. William had worked at 6 firms and has passed the Series 63, SIE, Series 2, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Billy Wee
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
ENRIGHT FINANCIAL CONSULTANTS INC | EP WEALTH ADVISORS, LLC. | EP WEALTH ADVISORS, INC. | EP WEALTH ADVISORS | ENRIGHT PREMIER WEALTH ADVISORS, INC. | ENRIGHT PREMIER WEALTH ADVISORS
Contact Information
Main Address
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503Phone Number
(310) 543-4559# of Employees
618SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
20,738AUM (Assets Under Management)
$45,145,000,000Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
ENRIGHT FINANCIAL CONSULTANTS INC | EP WEALTH ADVISORS, LLC. | EP WEALTH ADVISORS, INC. | EP WEALTH ADVISORS | ENRIGHT PREMIER WEALTH ADVISORS, INC. | ENRIGHT PREMIER WEALTH ADVISORS
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Aug 1994Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1993About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Oct 1999About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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