WEN CAPITAL ADVISORY GROUP, INC.

WEN CAPITAL ADVISORY GROUP, INC. of EL CERRITO, CA is an SEC-registered investment adviser (CRD 164701). Regulatory assets under management: $26.6M.

Registration

• CRD: 164701
• Type: Registered investment adviser
• Location: 11100 SAN PABLO AVE, EL CERRITO, CA, 94530
• Phone: 800-916-9860
• Latest filing: 2026-06-30
• Regulatory AUM: $26.6M
• Discretionary AUM: $26.4M
• Non-discretionary AUM: $211K
• Clients: 1
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Subscription.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164701 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search