Unclaimed Profile

Daniel Wu

GPS CAPITAL MANAGEMENT, LLC·BURLINGAME, California

Series 3, Series 7, Series 9, Series 10, Series 63, Series 6620 years registeredGPS CAPITAL MANAGEMENT, LLC

840 HINCKLEY ROAD, SUITE 246, BURLINGAME, CA 94010CRD# 2651056Firm CRD# 136330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Wu · BURLINGAME, CA

Registration

CRD #2651056 · GPS CAPITAL MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

STRAIT & SOUND

May 2022 – present

PAIR CAPITAL WEALTH MANAGEMENT, LLC

Feb 2018 – present

PAIR LENDING LLC

Jan 2016 – present

GPS CAPITAL MANAGEMENT, LLC

Feb 2019 – Dec 2022

BURLINGAME, CA

PG GLOBAL WEALTH MANAGEMENT, INC.

Nov 2016 – Oct 2022

BELLEVUE, WA

PAIR CAPITAL WEALTH MANAGEMENT, LLC

Sep 2016 – Dec 2017

SAN BRUNO, CA

ONVEST LLC

Jul 2016 – Oct 2017

SAN FRANCISCO, CA

GPS CAPITAL MANAGEMENT, LLC

Sep 2005 – Dec 2018

San Ramon, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · September 12, 2005

Years registered · 20

Disclosure History

2024Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GPS CAPITAL MANAGEMENT, LLC

CRD 136330 · SEC 801-64685

AUM

$69M

Regulatory assets under management

Employees

267 client accounts

Services offered by GPS CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GPS CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Wu offer?

Daniel Wu specializes in Investment Management. Contact their office in BURLINGAME, California for a consultation.

What are Daniel Wu's credentials?

Daniel Wu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Wu located?

Daniel Wu is based in BURLINGAME, California, working with GPS CAPITAL MANAGEMENT, LLC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.

How does Daniel Wu charge for services?

Daniel Wu's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GPS CAPITAL MANAGEMENT, LLC?

GPS CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $69M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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