TSAI WEALTH MANAGEMENT

TSAI WEALTH MANAGEMENT of PASADENA, CA is an SEC-registered investment adviser (CRD 151928). Regulatory assets under management: $6.2M.

Registration

• CRD: 151928
• Type: Registered investment adviser
• Location: 238 SOUTH ARROYO PKWY #120, PASADENA, CA, 91105
• Phone: 626-709-6556
• Latest filing: 2026-03-26
• Regulatory AUM: $6.2M
• Discretionary AUM: $6.2M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151928 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search