Unclaimed Profile

William Kenneth Wee

HOMEWOOD CAPITAL MANAGEMENT, INC.·DANVILLE, California

SIE, Series 2, Series 6, Series 26, Series 63Clean record15 years registeredHOMEWOOD CAPITAL MANAGEMENT, INC.

1079 RIVER ROCK LANE, DANVILLE, CA 94526CRD# 2339686Firm CRD# 134542

Profile Verification

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

Identity

William Kenneth Wee · DANVILLE, CA

Registration

CRD #2339686 · HOMEWOOD CAPITAL MANAGEMENT, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HOMEWOOD CAPITAL MANAGEMENT, INC.

EP WEALTH ADVISORS

Sep 2021 – Jan 2025

Danville, CA

FINANCIAL TELESIS, INC.

Oct 2013 – Dec 2014

DANVILLE, CA

HOMEWOOD CAPITAL MANAGEMENT, INC.

Aug 2012 – Nov 2021

DANVILLE, CA

HOMEWOOD CAPITAL MANAGEMENT, INC.

Nov 2010 – Dec 2011

DANVILLE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 6

Series 26

Series 63

Registration record

First registered · November 4, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOMEWOOD CAPITAL MANAGEMENT, INC.

CRD 134542 · SEC 801-64361

AUM

$71M

Regulatory assets under management

Employees

238 client accounts

Services offered by HOMEWOOD CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HOMEWOOD CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does William Kenneth Wee offer?

William Kenneth Wee specializes in Financial Planning, Investment Management.

What are William Kenneth Wee's credentials?

William Kenneth Wee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Kenneth Wee located?

William Kenneth Wee is based in DANVILLE, California, last registered with HOMEWOOD CAPITAL MANAGEMENT, INC..

How does William Kenneth Wee charge for services?

William Kenneth Wee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOMEWOOD CAPITAL MANAGEMENT, INC.?

HOMEWOOD CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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