WANG FINANCIAL, LLC

WANG FINANCIAL, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 167570). Regulatory assets under management: $70.2M.

Registration

• CRD: 167570
• SEC file number: 801-77980
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167570 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search