Zhenzhe Wang

STONEBRIDGE WEALTH MANAGEMENT LLC

Irvine, CA

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CRD#: 7229905

Professional summary

Zhenzhe Wang is a registered financial advisor currently at STONEBRIDGE WEALTH MANAGEMENT LLC located in Irvine, California.

Zhenzhe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zhenzhe has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

I'm CEO of Ochre Holdings Alpha LLC, which is holding company of Ochre Holdings Alpha LLC and Ochre Montessori Beta LLC. They are operating company of preschools, which are not investment-related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zhenzhe 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®

None

Experience

Current

July 29, 2025 - Present

STONEBRIDGE WEALTH MANAGEMENT LLC

RIA

CRD#: 336319

Irvine, CA

Past

November 18, 2021 - October 3, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

Irvine, CA

Past

May 12, 2021 - October 3, 2023

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

CITY OF INDUSTRY, 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
(7/29/2025)

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Exams

State Security Law Exam

IAR

Series 66

Date: 11/17/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/12/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/6/2019

Securities Industry Essentials Examination

Current Firm

STONEBRIDGE WEALTH MANAGEMENT LLC

CRD#: 336319 / SEC#:

California

Registered Investment Advisory firm - (7/29/2025 Approved)

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Contact information

Main Address

Irvine, CA

Mailing Address

Phone number

(949) 662-5105

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Zhenzhe Wang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zhenzhe Wang's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEBRIDGE WEALTH MANAGEMENT LLC

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/17/2021

Series 7TO

Date: 5/12/2021

SIE

Date: 8/6/2019

Current Firm

STONEBRIDGE WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

STONEBRIDGE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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