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Tracy Ann Miu

Wealthspring

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About Tracy Ann Miu

Tracy Ann Miu is a registered investment advisor representative at Wealthspring. Tracy Ann Miu has been working in the financial services industry since 2012. Tracy Ann Miu is also registered in Texas. Tracy Ann Miu specializes in financial planning, pension consulting, and selection of other advisers. Tracy Ann Miu has worked with individuals, corporations, and high-net-worth individuals in the past. Tracy Ann Miu has had experience with Commonwealth Financial Network and LPL Financial LLC prior to working at Wealthspring.

Firm Information

Tracy Miu is currently registered with Wealthspring. Wealthspring is a registered investment advisor based in Long Beach, CA. They have approximately $300 million in assets under management and specialize in financial planning, pension consulting, and portfolio management for individuals and corporations. They also offer selection of other advisors services. They have 4 licensed agents, 4 investment adviser representatives, and provide investment advisory functions for 4 individuals. They have a total of 932 accounts, all of which are discretionary. They primarily serve high net worth individuals, corporations, and individuals other than high net worth individuals.
Wealthspring

5000 AIRPORT PLAZA DRIVE, SUITE 245

LONG BEACH, CA 90815

$300.06M

Assets Under Management

5

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Tracy Miu’s Registration & Firm History

CA

09/30/2022 - Present

Wealthspring (Irvine CA)

CA

02/01/2016 - 10/03/2022

COMMONWEALTH FINANCIAL NETWORK (Long Beach CA)

CA

12/11/2015 - 02/09/2016

LPL FINANCIAL LLC (LONG BEACH CA)

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Licenses & Designations

BOTH

Issued 03/16/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tracy Ann Miu.
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