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Meiwah Wong

Genter Capital Management

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About Meiwah Wong

Meiwah Wong is an Investment Advisor Representative registered with Genter Capital Management. Meiwah Wong is a registered Investment Advisor Representative (IAR) with the state of California. Meiwah Wong has been in the securities industry since April 2010. Meiwah Wong holds a Series 65 license. Meiwah Wong is registered with Genter Capital Management in Los Angeles, CA. Genter Capital Management is a registered Investment Advisor with the SEC. Genter Capital Management specializes in providing financial advice to high-net-worth individuals, corporations, and other institutions. Meiwah Wong has a strong track record of success in the financial services industry.

Firm Information

Meiwah Wong is currently registered with Genter Capital Management. Genter Capital Management is an investment advisor headquartered in Los Angeles, CA. They specialize in providing model portfolio recommendations to other investment advisors and manage portfolios for individuals, businesses, and investment companies. They currently manage over $4.1 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and foundations. Genter Capital Management offers a wrap fee program.
Genter Capital Management

11601 WILSHIRE BLVD., 25TH FLOOR

LOS ANGELES, CA 90025-1770

$4.20B

Assets Under Management

15,141

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio recommendations to other investment advisers.

Provide model portfolio recommendations to other investment advisers.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

One time initial set-up fee of $250

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Meiwah Wong’s Registration & Firm History

CA

01/01/2025 - Present

Genter Capital Management (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 09/18/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Meiwah Wong.
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