Unclaimed Profile

Hariharan Iyer

WEFEA CAPITAL LLC·PLEASANTON, California

Series 65Clean record7 years registeredWEFEA CAPITAL LLC

4695 CHABOT DRIVE, SUITE 200, PLEASANTON, CA 94588CRD# 7044470Firm CRD# 299615

Profile Verification

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

Identity

Hariharan Iyer · PLEASANTON, CA

Registration

CRD #7044470 · WEFEA CAPITAL LLC · 7 years registered

Brand Profile

Not yet started

Career History

WEALTHPAVER

Aug 2023 – present

WEALTHPAVER

Aug 2022 – Dec 2022

PLEASANTON, CA

WEFEA CAPITAL LLC

Dec 2018 – Dec 2021

PLEASANTON, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 14, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEFEA CAPITAL LLC

CRD 299615 · SEC 801-114452

AUM

$22K

Regulatory assets under management

Employees

11 client accounts

Services offered by WEFEA CAPITAL LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WEFEA CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Hariharan Iyer offer?

Hariharan Iyer specializes in Investment Management, Fee-Only Advisory. Contact their office in PLEASANTON, California for a consultation.

What are Hariharan Iyer's credentials?

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

Where is Hariharan Iyer located?

Hariharan Iyer is based in PLEASANTON, California, working with WEFEA CAPITAL LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.

How does Hariharan Iyer charge for services?

Hariharan Iyer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEFEA CAPITAL LLC?

WEFEA CAPITAL LLC has approximately 2 employees and manages $22K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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