# WANG FINANCIAL, LLC

WANG FINANCIAL, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 167570
- Type: SEC-registered investment adviser
- SEC file number: 801-77980
- Location: 1114 STATE STREET, SANTA BARBARA, CA, 93101
- Phone: 805-568-5313
- Latest filing: 2026-03-24
- Regulatory AUM: $70.2M
- Discretionary AUM: $55.3M
- Non-discretionary AUM: $14.8M
- Clients: 3
- Accounts: 130

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BERGQUIST MICHAEL JOHN | MEMBER; MEMBER, CCO | — |
| WANG JONATHAN KAE-CHI | MEMBER; MEMBER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167570/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167570/similar
- Related entities: https://search.stillhousedata.com/firm/167570/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167570

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.