CW
CW

Clairine Wantah

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
946 clients
Average Client Portfolio
$29.3M average
Assets Under Management
$27.7B

Fee Structure

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Location

10635 Santa Monica Blvd., Suite 240, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Evoke Advisors
April 2024 - Present · 1 yr 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.