Xuan Wang
Professional summary
Xuan Wang, who also goes by Angela Wang, is a registered financial advisor currently at EN+ WEALTH located in Munster, Indiana.
Xuan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Xuan has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Xuan Wang's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 29, 2023 - Present
EN+ WEALTH
June 15, 2020 - October 25, 2023
WILLIAM BLAIR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2025)
(5/7/2024)
(8/22/2024)
(3/26/2024)
(11/29/2023)
(6/10/2024)
(3/25/2024)
Exams
Series 7TO
Date: 6/15/2020
General Securities Representative ExaminationCurrent Firm
EN+ WEALTH
CRD#: 328854 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 6,249,378 |
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.
