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Peili Wang

Gamma Investing LLC

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About Peili Wang

Peili Wang is a registered Investment Advisor Representative with Gamma Investing LLC, based in Orinda, California. Peili Wang has been in the industry since 2010 and has experience at various financial institutions including BlackRock, CalSTRS, Consilium Wealth Management, and Techlent. Peili Wang is a Chartered Financial Analyst (CFA) and specializes in Portfolio Management for Individuals and Businesses. Peili Wang also holds a leadership role at JLE Technology LLC.

Firm Information

Peili Wang is currently registered with Gamma Investing LLC. Gamma Investing LLC is an investment advisor with a focus on sub-advisory services. Based in , the firm provides portfolio management for businesses and individuals. With a total of 979 accounts, the firm manages approximately $1,006,044,574 in assets, primarily for other investment advisors.

$1.01B

Assets Under Management

Not reported

Total Clients

5

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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sub-advisory services

Sub-advisory services

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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Peili Wang’s Registration & Firm History

CA

10/01/2021 - Present

Gamma Investing LLC (ORINDA CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peili Wang.
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