Wenjie Weng
Wenjie Weng is a registered investment advisor at Acrylic Financial, INC., based in New York, NY, with 17 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 317 clients with $74M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.
Fee Estimator
Location
5 Penn Plaza 23rd Floor, New York, NY, 10001
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wenjie has an ownership position in Aimdar Advisory Group Inc, dealing with individual life, property/casualty, health, group life, and group health insurance since 2020. This takes a few hours per week, with minimal time spent during securities trading.
Employment History
Current Registrations
Acrylic Financial, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.