Liem T. Hoang

STILLFOREST WEALTH MANAGEMENT

HOUSTON, TX 77077

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CRD#: 6712782

Professional summary

Liem Thanh Hoang, CFA, CFP®, who also goes by Liem Hoang, is a registered financial advisor currently at STILLFOREST WEALTH MANAGEMENT located in Houston, Texas.

Liem is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Liem has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Liem Hoang

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.

LICENSED ATTORNEY; NOT INVESTMENT-RELATED; TEXAS; CURRENTLY NOT PRACTICING LAW BUT IS LICENSED WITH THE STATE BAR OF TEXAS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Liem Thanh Hoang'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 26, 2024 - Present

STILLFOREST WEALTH MANAGEMENT

Office #1: 1001 S. Dairy Ashford Suite 100-167, Houston, TX 77077

RIA

CRD#: 332066

HOUSTON, TX

Past

November 13, 2023 - July 16, 2024

OWLFA LLC

RIA

CRD#: 284567

HOUSTON, TX

Past

November 2, 2021 - October 3, 2023

TRAJAN WEALTH, L.L.C.

RIA

CRD#: 158847

SUGARLAND, TX

Past

July 6, 2021 - December 22, 2021

OWLFA LLC

RIA

CRD#: 284567

HOUSTON, TX

Past

February 12, 2020 - March 11, 2021

INVESTEC WEALTH STRATEGIES

RIA

CRD#: 109417

HOUSTON, TX

Past

October 12, 2016 - February 27, 2020

OWLFA LLC

RIA

CRD#: 284567

HOUSTON, TX

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

Louisiana
(8/5/2024)

IAR

Texas
(7/26/2024)

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

State Security Law Exam

IAR

Series 65

Date: 7/8/2016

Uniform Investment Adviser Law Examination

Current Firm

STILLFOREST WEALTH MANAGEMENT

STILLFOREST WEALTH MANAGEMENT | STILLFOREST WEALTH MANAGEMENT LLC

CRD#: 332066 / SEC#:

Louisiana

Registered Investment Advisory firm - (8/5/2024 Approved)

Texas

Registered Investment Advisory firm - (7/26/2024 Approved)

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Contact information

Main Address

1001 S. Dairy Ashford Suite 100-167, Houston, TX 77077

Mailing Address

Phone number

(281) 339-8689

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 8,386,773

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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Liem T. Hoang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Liem Thanh Hoang's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILLFOREST WEALTH MANAGEMENT

OWLFA LLC

TRAJAN WEALTH, L.L.C.

OWLFA LLC

INVESTEC WEALTH STRATEGIES

OWLFA LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2016

Current Firm

STILLFOREST WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STILLFOREST WEALTH MANAGEMENT

TRUST BUT VERIFY

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