Michelle Wu

TENON FINANCIAL

Somerville, MA

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CRD#: 4847193

Professional summary

Michelle Wu, who also goes by Pei Zhang, is a registered financial advisor currently at TENON FINANCIAL located in Somerville, Massachusetts.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michelle has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pei Zhang

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.

CORE PLANNING LLC / INVESTMENT RELATED / ST. LOUIS, MO / REGISTERED INVESTMENT ADVISOR / INVESTMENT ADVISOR REP / SEP 2022 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Wu's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 17, 2023 - Present

TENON FINANCIAL

RIA

CRD#: 305581

Somerville, MA

Past

October 18, 2022 - March 22, 2024

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

SOMERVILLE, MA

Past

September 15, 2022 - March 2, 2023

CORE PLANNING

RIA

CRD#: 154660

Somerville, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TENON FINANCIAL

TENON FINANCIAL | TENON FINANCIAL LLC

CRD#: 305581 / SEC#: 801-128567

RIA

Registered Investment Advisory firm - (8/11/2023 Approved)

California

Registered Investment Advisory firm - (9/22/2023 Terminated)

New Jersey

Registered Investment Advisory firm - (9/1/2023 Terminated)

New York

Registered Investment Advisory firm - (10/31/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/23/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/16/2024)

IAR

New Jersey
(4/4/2023)

IAR

Texas
(3/17/2023)

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

Current Firm

TENON FINANCIAL

TENON FINANCIAL | TENON FINANCIAL LLC

CRD#: 305581 / SEC#: 801-128567

RIA

Registered Investment Advisory firm - (8/11/2023 Approved)

California

Registered Investment Advisory firm - (9/22/2023 Terminated)

New Jersey

Registered Investment Advisory firm - (9/1/2023 Terminated)

New York

Registered Investment Advisory firm - (10/31/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/23/2023 Terminated)

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Contact information

Main Address

406 Main Street Suite 23, Metuchen, NJ 08840

Mailing Address

Phone number

(732) 902-0066

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TENON FINANCIAL BROCHURE (1/7/2025)

Regulatory assets under management

Total Number of Accounts	362
AUM (Assets Under Management)	$ 208,315,421

Red Flags

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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Michelle Wu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle Wu's CRS (Customer Relationship Summary).

Certified licenses

Experience

TENON FINANCIAL

ORIGIN INVESTMENT ADVISORY LLC

CORE PLANNING

Primary Firm SEC Registration

TENON FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

TENON FINANCIAL

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TENON FINANCIAL

TRUST BUT VERIFY

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