Mengran
Wei

Sunstone Advisors, LLC

CRD#7057862
Investment Advisor
in Irvine, CA

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About this Advisor

Mengran Wei is a financial advisor based in Irvine, California, working with Sunstone Advisors, LLC. Mengran has previously held positions at Nanjing Trillion Real Estate, Outclick Media, Elite Advisors, LLC, Sunstone Trust Company, Sunstone Advisors, LLC, Sunstone Management, Eb5 Investors, Sunstone Management Inc, and Carofin, LLC. Mengran has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Mengran is part of Sunstone Advisors, LLC, which operates out of Irvine, California. The firm has 2 offices and 27 employees. The firm manages assets totaling $104.9 million. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sunstone Advisors, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

18881 Von Karman Avenue Floor 5, Suite 500
Irvine, CA 92612

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Sunstone Advisors, LLC Brokerage Details

Total Assets Under Management

$104,918,690

CA Average: $7,578,581,321
Total Number of Employees

27

CA Average: 43
Total Number of Accounts

9

CA Average: 3,727
Average Account Size

$11,657,632

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mengran Wei Work History

2023 - Present (1 year)

Susntone Advisors, LLC

2023 - Present (1 year)

Sunstone Management Inc

2023 - Present (1 year)

Carofin, LLC

2021 - 2023 (2 years)

Sunstone Trust Company

2019 - 2020 (1 year)

Elite Advisors, LLC

2018 - 2021 (3 years)

Sunstone Management

2017 - 2018 (1 year)

Outclick Media

2017 - 2018 (1 year)

Eb5 Investors

2012 - 2017 (5 years)

Nanjing Trillion Real Estate

Disclosures

Please visit the SEC profile of Mengran Wei 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 Sunstone Advisors, LLC

Mengran Wei
Irvine, CA
Jun Jiang
Irvine, CA
Hong-Sheng Hsu
Irvine, CA
Nathan Jia
Irvine, CA
Michael Stone
Irvine, CA

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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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