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Wenhua Nmn Zhang

Atlas Capital Investment LLC

East Boston, MA

CRD 2620643

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Employer firm

Atlas Capital Investment LLC CRD 319436

$1.00M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Atlas Capital Investment Llc

99 Sumner Street Commercial D, East Boston, MA 02128 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-09-27
  • MA RA
    APPROVED
    Since 2023-09-27

Branch Locations

99 Sumner Street Commercial D, East Boston, MA 02128 • 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
Wellesley Investment Partners, Llc Wellesley MA 02/2016 10/2016
Tan Lane Holdings, Ltd. Newton MA 12/2016 10/2017
Azia Capital Partners Weston MA 09/2013 09/2023
Atlas Capital Investment Llc East Boston MA 09/2023 Present
  • 02/2016 → 10/2016
    Wellesley Investment Partners, Llc
    Wellesley, MA
  • 12/2016 → 10/2017
    Tan Lane Holdings, Ltd.
    Newton, MA
  • 09/2013 → 09/2023
    Azia Capital Partners
    Weston, MA
  • 09/2023 → Present
    East Boston, MA
Previous Registrations
  • 2016-12-19 → 2017-10-24
    Tan Lane Holdings Limited
    New York, NY
Other Businesses

1) Hourly Work LLC, a recruiting phone app; Investment-related; No; Location; 362 Concord Road, Weston, Massachusetts; Nature of the other business; Recruiting app; Position; CFO; Title/Relationship with the other business; CFO and investor; Description: help the company and team as needed on financial matters; Start date; January 2023; Hours/month: 1; Hours/month during securities trading hours; 0.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-04-11
  • S63 Uniform Securities Agent State Law Examination
    1996-04-11
Designations
  • Chartered Financial Analyst
Other Names
  • Wenhua Zhang
  • Wenhua [No Middle Name] Zhang

View on SEC IAPD

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