Unclaimed Profile

Bei Nmn Zhang

NEWE WEALTH MANAGEMENT LLC·SANTA CLARA, California

Series 65Clean record9 years registeredNEWE WEALTH MANAGEMENT LLC

4500 GREAT AMERICA PARKWAY, SANTA CLARA, CA 95054CRD# 6785342Firm CRD# 282048

Profile Verification

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

Identity

Bei Nmn Zhang · SANTA CLARA, CA

Registration

CRD #6785342 · NEWE WEALTH MANAGEMENT LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NEWE WEALTH MANAGEMENT LLC

NEWE WEALTH MANAGEMENT LLC

Jun 2017 – Dec 2023

SANTA CLARA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 2, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEWE WEALTH MANAGEMENT LLC

CRD 282048 · SEC 801-110488

AUM

$13K

Regulatory assets under management

Employees

3 client accounts

Services offered by NEWE WEALTH MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at NEWE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Bei Nmn Zhang offer?

Bei Nmn Zhang specializes in Investment Management.

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, last registered with NEWE WEALTH MANAGEMENT LLC.

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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