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Bei Nmn Zhang

NEWE WEALTH MANAGEMENT LLC·SANTA CLARA, California
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4500 GREAT AMERICA PARKWAY, SANTA CLARA, CA 95054CRD# 6785342Firm CRD# 282048
01

About

Bei Nmn Zhang is a registered financial advisor based in SANTA CLARA, California, affiliated with NEWE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
NEWE WEALTH MANAGEMENT LLC
NEWE WEALTH MANAGEMENT LLC
AUM
$13K
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NEWE WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 6785342
Firm CRD# 282048
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bei Nmn Zhang offer?
Bei Nmn Zhang specializes in Investment Management. Contact their office in SANTA CLARA, California for a consultation.
What are Bei Nmn Zhang's credentials?
Bei Nmn Zhang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bei Nmn Zhang located?
Bei Nmn Zhang is based in SANTA CLARA, California, working with NEWE WEALTH MANAGEMENT LLC. Their office serves clients in the SANTA CLARA metropolitan area and surrounding communities.
How does Bei Nmn Zhang charge for services?
Bei Nmn Zhang's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWE WEALTH MANAGEMENT LLC?
NEWE WEALTH MANAGEMENT LLC has approximately 1 employees and manages $13K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ronald Chwang — ID VENTURES AMERICA, LLCPhilip Peng — ID VENTURES AMERICA, LLCStan Shih — ID VENTURES AMERICA, LLCThomas Alesbury Kimberly — FINANCIAL ENGINES ADVISORS L.L.C.Ted Teh-Tsung Lai — ID VENTURES AMERICA, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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