Helen Hsingwen Huang

Employer firm

Svl Investment Management CRD 135098

$39.8M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)

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

Current Employers

Svl Investment Management

1620 N. Placentia Ave. Suite 100, Placentia, CA 92870 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2025-02-06

CA RA
APPROVED_RES

Since 2025-02-06

Branch Locations

18403 Pioneer Blvd Suite #206, Artesia, CA 90701 • United States

1620 N. Placentia Ave. Suite 100, Placentia, CA 92870 • 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

Organization	City	State	From	To
Avantax Investement Setvices, Inc.	Fountain Valley	CA	12/2000	06/2021
Sung, Huang & Co, Cpas, Llp	Artesia	CA	01/2006	12/2024
H Huang & Co Cpas Llp	Artesia	CA	10/2024	Present
Svl Investment Management	Placentia	CA	02/2024	Present

12/2000 → 06/2021

Avantax Investement Setvices, Inc.

Fountain Valley, CA
01/2006 → 12/2024

Sung, Huang & Co, Cpas, Llp

Artesia, CA
10/2024 → Present

H Huang & Co Cpas Llp

Artesia, CA
02/2024 → Present

Svl Investment Management

Placentia, CA

Other Businesses

H HUANG & CO CPAS, LLP Partner/General Partner~10/2024~160hrs~0hrs~Manager FOUNTAIN BUSINESS GROUP LLC; SINGLE MEMBER; INVESTMENT IN REAL ESTATE PROPERTIES; 40 HOURS PER MONTH WITH SOME DURING TRADING.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-01-27

S63 Uniform Securities Agent State Law Examination

2001-01-27

Other Names

Helen Hsingwen Wei

View on SEC IAPD