Wendy Wan Turk

Employer firm

The Wealthgarden F.s. LLC CRD 311927

$228M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TRUST AND ESTATE PLANNING COORDINATION SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 08/2023
  Gerber Kawasaki, Inc.
  Santa Monica, CA
• 10/2012 → 07/2021
  Lpl Financial Llc
  Santa Monica, CA
• 08/2023 → Present
  The Wealthgarden F.S. Llc
  El Segundo, CA

Previous Registrations

• 2012-02-22 → 2023-09-01
  Gerber Kawasaki Wealth & Investment Management
  Santa Monica, CA

Other Businesses

(1) Insurance; investment-related; same address: Insurance sales; Insurance Agent; 1/1/2011; 5 hours per month, none during securities trading hours; quoting and placing life, health, disability, long term care insurance in the State of California. (2) Airport Marina Counseling Services; not investment-related; 7891 La Tijera Blvd. Los Angeles, CA 90045; Mental Health Services; Member, Board of Directors; Start Date: 7/1/24; 2 hours per month, none during securities trading hours; Attend quarterly board meetings, service on a committee within the Board. (3) W Wealth, LLC. Not investment related. 5888 W 74th ST. Los Angeles CA 90045. LLC for the purpose of receiving income and expenses. Owner. 04/08/2025. less than 2 hours per month. Less than 2 hours during securities trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-10
• S63 Uniform Securities Agent State Law Examination
  2011-01-28

Other Names

• Wendy Wan