Unclaimed Profile

Morgan Hua

WEALTHFRONT INC.·PALO ALTO, California

WEALTHFRONT INC.

203 FOREST AVENUE, PALO ALTO, CA 94301CRD# 5608360Firm CRD# 148456

Profile Verification

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

Identity

Morgan Hua · PALO ALTO, CA

Registration

CRD #5608360 · WEALTHFRONT INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Morgan Hua is a registered financial advisor based in PALO ALTO, California, affiliated with WEALTHFRONT INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

WEALTHFRONT ADVISERS LLC

AUM

$35.9B

Regulatory assets under management

Employees

324

Total firm employees

View all advisors at WEALTHFRONT ADVISERS LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: REVENUE SHARE WITH AFFILIATE - BD

Regulatory

SEC/IARD CRD# 5608360

Firm CRD# 148456

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Morgan Hua offer?

Morgan Hua specializes in Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Morgan Hua's credentials?

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

Where is Morgan Hua located?

Morgan Hua is based in PALO ALTO, California, working with WEALTHFRONT INC.. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Morgan Hua charge for services?

Morgan Hua's firm is compensated through percentage of aum, other: revenue share with affiliate - bd. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHFRONT INC.?

WEALTHFRONT INC. has approximately 324 employees and manages $35.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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