Claim Profile
CW

Connie Sek Lum Wu

SCHF (GPE), LLC·WILSON, Wyoming
Unclaimed Profile
5237 HHR RANCH ROAD, WILSON, WY 83014-9220CRD# 7538346Firm CRD# 157389
01

About

Connie Sek Lum Wu is a registered financial advisor based in WILSON, Wyoming, affiliated with SCHF (GPE), LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SCHF (GPE), LLC
SCHF (GPE), LLC
AUM
$18.4B
Regulatory assets under management
Employees
25
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCE ALLOCATION OR CARRIED INTEREST
Regulatory
SEC/IARD CRD# 7538346
Firm CRD# 157389
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILSON?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Connie Sek Lum Wu offer?
Connie Sek Lum Wu specializes in Retirement Planning. Contact their office in WILSON, Wyoming for a consultation.
What are Connie Sek Lum Wu's credentials?
Connie Sek Lum Wu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connie Sek Lum Wu located?
Connie Sek Lum Wu is based in WILSON, Wyoming, working with SCHF (GPE), LLC. Their office serves clients in the WILSON metropolitan area and surrounding communities.
How does Connie Sek Lum Wu charge for services?
Connie Sek Lum Wu's firm is compensated through percentage of aum, other: performance allocation or carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHF (GPE), LLC?
SCHF (GPE), LLC has approximately 25 employees and manages $18.4B 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 →
Browse by specialty