Unclaimed Profile

Tao Wang

ALPHA ARCHITECT FUNDS, LLC·BROOMALL, Pennsylvania

Series 3, Series 65Clean record13 years registeredALPHA ARCHITECT FUNDS, LLC

213 FOXCROFT ROAD, BROOMALL, PA 19008CRD# 6138867Firm CRD# 171412

Profile Verification

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

Identity

Tao Wang · BROOMALL, PA

Registration

CRD #6138867 · ALPHA ARCHITECT FUNDS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALPHA ARCHITECT FUNDS, LLC

ALPHA ARCHITECT

Jan 2013 – Jul 2020

BROOMALL, PA

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · January 14, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMPOWERED FUNDS, LLC

CRD 171412 · SEC 801-79835

AUM

$9.2B

Regulatory assets under management

Employees

219 client accounts

Services offered by EMPOWERED FUNDS, LLC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at EMPOWERED FUNDS, LLC →

Introduction

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Frequently Asked Questions

What services does Tao Wang offer?

Tao Wang specializes in Investment Management, Wealth Management.

What are Tao Wang's credentials?

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

Where is Tao Wang located?

Tao Wang is based in BROOMALL, Pennsylvania, last registered with ALPHA ARCHITECT FUNDS, LLC.

How does Tao Wang charge for services?

Tao Wang's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALPHA ARCHITECT FUNDS, LLC?

ALPHA ARCHITECT FUNDS, LLC has approximately 19 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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