Hyongsuk
Pau

The Wealth Consulting Group

CRD#1132818
Investment Advisor
in Cupertino, CA

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About this Advisor

Hyongsuk Pau is a financial advisor who works in Cupertino, California with 7 years of relevant experience. Pau currently works for The Wealth Consulting Group. Their career trajectory has included roles at Lpl Financial, LLC and The Wealth Consulting Group. Pau holds a Series 63 license, designating them as a securities broker, and can advise clients in California and Texas. The Wealth Consulting Group is a financial advisory business that has its headquarters in Las Vegas, NV. The investment advisory business has offices in 34 locations and a total of 131 advisors. It handles $3 billion in assets across its 11,436 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 28 charitable organizations. Of its 11,436 customer accounts, 35% are held by high-net-worth investors who have greater than $1 million in investable assets. The Wealth Consulting Group provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually are based on the financial services provided. However, fee types billed by The Wealth Consulting Group most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21070 Homestead Road Suite 210
Cupertino, CA 95014

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The Wealth Consulting Group Brokerage Details

Total Assets Under Management

$2,795,803,920

CA Average: $664,206,839
Total Number of Employees

131

CA Average: 10
Total Number of Accounts

11,436

CA Average: 1,698
Average Account Size

$244,474

CA Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hyongsuk Pau Work History

Hyongsuk has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

The Wealth Consulting Group

1998 - Present (26 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Hyongsuk Pau 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 The Wealth Consulting Group

Renee Lee
Albuquerque, NM
Nathan Newman
Las Vegas, NV
Michael Peters
Las Vegas, NV
Catherine Decarlo
Sacramento, CA
Morgan Davis
San Diego, CA
Mark Starr
Las Vegas, NV
Alissa Todd
San Diego, CA
James Worden
Las Vegas, NV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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