JW
James Z. Wang
BIXY WEALTH LLC
SAN MATEO, CA
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CRD#: 5580146
JW
Professional summary
James Zheng Wang is a registered financial advisor currently at BIXY WEALTH LLC located in San Mateo, California.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. James has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
James Wang has been the Sr Director of Revenue Strategy at BILL Holdings since March 18, 2024. This activity accounts for approximately 35 hours per week, the majority of which occurs during trading hours. This may create a potential conflict of interest in that James Wang dedicates certain hours of trading time to this outside business activity. This conflict is mitigated as BW does not execute trades on behalf of Clients. The address of BILL Holdings is 6220 America Center Drive, Suite 100. San Jose, CA 95002. BILL Holdings is a technology company offering financial operations software to small businesses and Mr. Wang is responsible for the strategy of the go-to-market teams, including Marketing, Sales, and Customer Success.
CRS (Client Relationship Summary) - RIA
Click below to view James Zheng Wang's 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®
NoneExperience
Current
March 14, 2025 - Present
BIXY WEALTH LLC
RIA
CRD#: 334951
SAN MATEO, CA
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
California(3/14/2025)
Current Firm
BW
BIXY WEALTH LLC
BIXY WEALTH LLC
CRD#: 334951 / SEC#:
California
Registered Investment Advisory firm - (3/14/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Mateo, CA
Mailing Address
Phone number
(224) 587-0063
Established
Firm type
Fiscal year end
# of Employees
1
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.
