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Yuhsin Wang

First Foundation Advisors

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About Yuhsin Wang

Yuhsin Wang is a financial advisor with over 3 years of experience in the industry. Yuhsin is currently registered with First Foundation Advisors, an investment advisor firm with over 33 investment advisor representatives. Previously, Yuhsin was affiliated with Geneos Wealth Management, Inc. Yuhsin is a Certified Financial Planner™ and specializes in helping individuals, high-net-worth individuals, corporations, investment companies, and charitable organizations. Yuhsin provides financial planning, portfolio management for individuals, and portfolio management for investment companies. Yuhsin is registered in California as an Investment Advisor Representative.

Firm Information

Yuhsin Wang is currently registered with First Foundation Advisors. First Foundation Advisors is an investment advisor headquartered in Irvine, CA. The firm has been registered with the SEC since 2005 and manages over $5.25 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and investment companies. They offer financial planning, portfolio management, and selection of other advisors.
First Foundation Advisors

18101 VON KARMAN AVE

IRVINE, CA 92612-1051

$5.25B

Assets Under Management

Not reported

Total Clients

31

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Yuhsin Wang’s Registration & Firm History

CA

05/31/2017 - Present

First Foundation Advisors (IRVINE CA)

CA

09/08/2014 - 05/12/2017

GENEOS WEALTH MANAGEMENT, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 11/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yuhsin Wang.
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