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Huiming Sun

Wealth Management, LLC

Clinton, MS

CRD 6616630

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Employer firm

Wealth Management, LLC CRD 115214

$19.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Wealth Management, Llc

112 Dunton Hill Ln, Clinton, MS 39056 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-01-01
  • MS RA
    APPROVED
    Since 2025-01-01

Branch Locations

112 Dunton Hill Ln, Clinton, MS 39056 • 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
Wealth Management, Llc Jackson MS 06/2015 Present
Other Businesses

Tax Preparation done by Huiming Sun for three persons. It will take about 25 hours per year.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-18
  • S65 Uniform Investment Adviser Law Examination
    2016-02-18
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MASCAGNI WEALTH MANAGEMENT, INC.
OSAIC WEALTH, INC.
BRICK STREET FINANCIAL

Nearby Investors

JULIUS RANDALL MASCAGNI
MATTHEW PATRICK BROWN
COLLIN MONROE MASCAGNI

Nearby Offices

MASCAGNI WEALTH MANAGEMENT, INC. · CLINTON, MS
OSAIC WEALTH, INC. · CLINTON, MS
BRICK STREET FINANCIAL · CLINTON, MS

More in Clinton, MS

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