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Inactive

Ting Wang

Altfest Personal Wealth Management

New York, NY

CRD 8160152

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Employer firm

Altfest Personal Wealth Management CRD 110130

$1.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Altfest Personal Wealth Management

445 Park Avenue 6Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-10
  • NY RA
    APPROVED
    Since 2025-09-10

Branch Locations

445 Park Avenue 6Th Floor, New York, NY 10022 • 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
Altfest Personal Wealth Management New York NY 01/2025 Present
Slp Wealth Durham NC 06/2024 12/2024
Student Loan Planner Durham NC 09/2023 12/2024
Boston University Boston MA 02/2024 07/2024
Avenues The World School New York NY 09/2015 10/2024
  • 01/2025 → Present
    Altfest Personal Wealth Management
    New York, NY
  • 06/2024 → 12/2024
    Slp Wealth
    Durham, NC
  • 09/2023 → 12/2024
    Student Loan Planner
    Durham, NC
  • 02/2024 → 07/2024
    Boston University
    Boston, MA
  • 09/2015 → 10/2024
    Avenues The World School
    New York, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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