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Pei-Li Wang

Integrated Wealth Concepts LLC

Long Beach, CA

CRD 4270390

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Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-02-02
  • CA RA
    APPROVED_RES
    Since 2024-02-02

Branch Locations

3780 Kilroy Airport Way Suite 600, Long Beach, CA 90802 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Windes. Inc. Long Beach CA 05/2000 Present
Integrated Wealth Concepts Llc Waltham MA 01/2024 Present
Other Businesses

05/2000 - WINDES INC - CPA FIRM - PARTNER - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER WEEK/160 HOURS PER SECURITIES TRADING HOURS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-23
  • S63 Uniform Securities Agent State Law Examination
    2000-09-23
Other Names
  • Bella Wang

View on SEC IAPD

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