WT
Wei Tao Tian
WAHDY CAPITAL
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 7506546
WT
Professional summary
Wei Tao Tian, who also goes by Wade Tian, is a registered financial advisor currently at WAHDY CAPITAL located in San Francisco, California.
Wei Tao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Wei Tao has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Wade Tian
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.
Name: Investia Financial Service Inc. Investment-related: Yes Address: 130-10271 Shellbridge Way, Richmond BC V6X 2W8 Nature: Mutual Fund Investment Service Provider Position: Part-Time Employee Title: Assistant Start date: 2021-11-01 Hours/month: 15-20 hours per month Number of hours per securities trading hours: None Duties: Mainly maintaining client relationships for the Investia Advisor Jacky Chan, my duties include reply emails and phone calls from clients and updating clients' information in the Investia advisor system.
CRS (Client Relationship Summary) - RIA
Click below to view Wei Tao Tian'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
December 9, 2022 - Present
WAHDY CAPITAL
Office #1: 50 California St 15th Floor, San Francisco, CA 94111RIA
CRD#: 175272
San Francisco, 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(12/9/2022)
Exams
Current Firm
WC
WAHDY CAPITAL
WA FINANCIAL | WAHDY CAPITAL MANAGEMENT | WAHDY CAPITAL | WAHDY ALTAHAN | WAHDY & ALTAHAN FINANCIAL | WA WEALTH MANAGEMENT
CRD#: 175272 / SEC#:
California
Registered Investment Advisory firm - (7/29/2025 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
50 California St 15th Floor, San Francisco, CA 94111
Mailing Address
Phone number
(415) 523-3363
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 1,000,000 |
Red Flags
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