linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nelson Wu

Ideology Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nelson? Claim Your Profile

About Nelson Wu

Nelson Wu is an Investment Advisor Representative at Ideology Wealth Advisors, LLC, based in Dallas, Texas. Nelson is registered with the state of Texas and Louisiana, and is also a Series 65 Exam holder. Nelson has extensive experience in the financial services industry. Nelson offers portfolio management services to both individuals and businesses.

Firm Information

Nelson Wu is currently registered with Ideology Wealth Advisors, LLC. Ideology Wealth Advisors, LLC is an investment advisor based in [Main Office Location]. They manage approximately $65.5 million in assets for 243 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers portfolio management services for individuals.

$65.50M

Assets Under Management

Not reported

Total Clients

3

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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nelson Wu’s Registration & Firm History

TX

05/30/2024 - Present

Ideology Wealth Advisors, LLC (DALLAS TX)

Not sure if Nelson Wu is right for you?

Licenses & Designations

IA

Issued 01/02/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nelson Wu.
Not sure if Nelson Wu is right for you?