Brian
Wu

Elemental Capital Partners LLC

CRD#4081148
Investment Advisor
in San Francisco, CA

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About this Advisor

Brian Wu is a financial advisor based in San Francisco, California, working with Elemental Capital Partners LLC. Brian has previously held positions at Concert Wealth Management, Inc, Elemental Capital Partners LLC, and Octavia Investments LLC. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Brian is part of Elemental Capital Partners LLC, which operates out of San Francisco, California. The firm has one employee and manages assets totaling $91.1 million. The firm serves high-net-worth clients and offers portfolio management services for individuals and small businesses. The fee structure at Elemental Capital Partners LLC is asset-based.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

San Francisco, CA

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Elemental Capital Partners LLC Brokerage Details

Total Assets Under Management

$91,141,316

Total Number of Employees

1

Total Number of Accounts

121

Average Account Size

$753,234

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Brian Wu Work History

2016 - Present (8 years)

Elemental Capital Partners LLC

2008 - Present (16 years)

Elemental Capital Partners LLC

2015 - 2016 (1 year)

Octavia Investments LLC

2013 - 2015 (2 years)

Concert Wealth Management, Inc

Disclosures

Please visit the SEC profile of Brian Wu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Elemental Capital Partners LLC

Brian Wu
San Francisco, CA

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