KW
Kaiyuan Wang
YUKA
HOUSTON, TX 77007
CRD#: 8130892
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KW
Kaiyuan WangYUKA
Professional summary
Kaiyuan Wang is a registered financial advisor currently at YUKA CORP located in Houston, Texas.
Kaiyuan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kaiyuan has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kaiyuan 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®
NoneExperience
Current
December 8, 2025 - Present
YUKA CORP
Office #1: 703 Asbury St, Houston, TX 77007RIA
CRD#: 337865
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
Texas(12/8/2025)
Current Firm
YC
YUKA CORP
YUKA CORP
CRD#: 337865 / SEC#:
Texas
Registered Investment Advisory firm - (12/8/2025 Approved)Loading...
Contact information
Main Address
703 Asbury St, Houston, TX 77007
Mailing Address
Phone number
(626) 944-2739
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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