Unclaimed Profile

Peili Wang

GAMMA INVESTING LLC·SAN MATEO, California

Clean record4 years registeredGAMMA INVESTING LLC

1825 S. GRANT STREET, SAN MATEO, CA 94402CRD# 7448570Firm CRD# 312573

Profile Verification

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

Identity

Peili Wang · SAN MATEO, CA

Registration

CRD #7448570 · GAMMA INVESTING LLC · 4 years registered

Brand Profile

Not yet started

Career History

GAMMA INVESTING LLC

Oct 2021 – present

Registrations & Exams

Registration record

First registered · October 1, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAMMA INVESTING LLC

CRD 312573 · SEC 801-127959

AUM

$1.0B

Regulatory assets under management

Employees

979 client accounts

Services offered by GAMMA INVESTING LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GAMMA INVESTING LLC →

Introduction

Speak with Peili

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Peili is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN MATEO?

Browse all registered financial advisors in SAN MATEO, California or claim this profile if it's yours.

Browse SAN MATEO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peili Wang offer?

Peili Wang specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.

What are Peili Wang's credentials?

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

Where is Peili Wang located?

Peili Wang is based in SAN MATEO, California, working with GAMMA INVESTING LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Peili Wang charge for services?

Peili Wang'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 GAMMA INVESTING LLC?

GAMMA INVESTING LLC has approximately 5 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →