Unclaimed Profile

Wen Yuan Nottebohm

BERMAN CAPITAL ADVISORS, LLC·ATLANTA, Georgia

Clean recordBERMAN CAPITAL ADVISORS, LLC

3445 PEACHTREE ROAD, ATLANTA, GA 30326CRD# 5795761Firm CRD# 155419

Profile Verification

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

Identity

Wen Yuan Nottebohm · ATLANTA, GA

Registration

CRD #5795761 · BERMAN CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Wen Yuan Nottebohm is a registered financial advisor based in ATLANTA, Georgia, affiliated with BERMAN CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

Speak with Wen

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

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

Firm Overview

Firm

BERMAN CAPITAL ADVISORS, LLC

AUM

$3.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BERMAN CAPITAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5795761

Firm CRD# 155419

View on FINRA BrokerCheck →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Wen Yuan Nottebohm offer?

Wen Yuan Nottebohm specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Wen Yuan Nottebohm's credentials?

Wen Yuan Nottebohm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wen Yuan Nottebohm located?

Wen Yuan Nottebohm is based in ATLANTA, Georgia, working with BERMAN CAPITAL ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Wen Yuan Nottebohm charge for services?

Wen Yuan Nottebohm's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BERMAN CAPITAL ADVISORS, LLC?

BERMAN CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.3B 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 →