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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wenyuan? Claim Your ProfileWenyuan Tang Nottebohm is an Investment Advisor Representative at Cresset Asset Management, LLC. Wenyuan Tang Nottebohm has been in the financial services industry since 2010. Wenyuan Tang Nottebohm is registered with the state of Georgia and Texas. Cresset Asset Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm manages over $50 billion in assets. The firm's investment services include financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
10/01/2021 - Present
Cresset Asset Management, LLC (Atlanta GA)
CT
03/15/2012 - 08/13/2012
ALPS DISTRIBUTORS, INC. (GREENWICH CT)
NY
08/13/2010 - 03/08/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
IA
Issued 07/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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