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WZ

Wenxuan Zhu

MY ADVISORS US
TUSTIN, CA 92780
Some features on this profile are disabled
CRD#: 7974533
WZ
Wenxuan ZhuMY ADVISORS US

Professional summary

Wenxuan Zhu is a registered financial advisor currently at MY ADVISORS US LLC located in Tustin, California.

Wenxuan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Wenxuan has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wenxuan Zhu's CRS (Customer Relationship Summary).
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

August 11, 2026 - Present

MY ADVISORS US LLC

Office #1: 1721 Green Meadow Ave, Tustin, CA 92780
RIA
CRD#: 343090
TUSTIN, CA
Past

September 21, 2024 - August 4, 2026

AMERICAN FUNDSTARS

RIA
CRD#: 315860
IRVINE, 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
(8/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/3/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/12/2024
Securities Industry Essentials Examination

Current Firm

MA
MY ADVISORS US LLC
MY ADVISORS US LLC

CRD#: 343090 / SEC#: 801-136794

RIA
Registered Investment Advisory firm - (7/20/2026 120-Day Approval)
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Contact information

Main Address
1721 Green Meadow Ave, Tustin, CA 92780
Mailing Address
Phone number
(949) 344-1208
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/19/2026)
0

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.

Company Information

MY ADVISORS US LLC

CRD#: 343090Tustin, CA 92780

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