Daniel Wu

Employer firm

Strait & Sound CRD 309306

$334M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• INVESTMENT CONSULTING/TAX PLANNING/ESTATE PLANNING

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

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

Current Employers

Employment History

• 10/2005 → 12/2022
  Gps Capital Management, Llc
  San Ramon, CA
• 11/2016 → 12/2021
  Pg Global Wealth Management, Inc.
  Bellevue, WA
• 11/2017 → 12/2021
  Global Investment Science, Llc
  San Mateo, CA
• 07/2015 → Present
  Onvest Llc
  San Francisco, CA
• 01/2016 → Present
  Pair Lending Llc
  San Francisco, CA
• 02/2018 → Present
  Pair Capital Wealth Management, Llc
  South San Francisco, CA
• 04/2022 → Present
  Strait & Sound
  San Francisco, CA

Previous Registrations

• 2019-02-25 → 2022-12-14
  Gps Capital Management, Llc
  Burlingame, CA
• 2016-11-18 → 2022-10-11
  Pg Global Wealth Management, Inc.
  Bellevue, WA
• 2005-09-12 → 2018-12-31
  Gps Capital Management, Llc
  San Ramon, CA
  San Ramon, CA
• 2016-09-23 → 2017-12-31
  Pair Capital Wealth Management, Llc
  San Francisco, CA
• 2016-07-08 → 2017-10-16
  Onvest Llc
  San Francisco, CA

Other Businesses

OnVest LLC 505 Montgomery Street, 11th Floor San Francisco, CA 94401. I am the Founder and CEO of Onvest, starting on July 2015. Onvest LLC is a software company to collect and develop analytics for the financial markets. I spend about 15 hours per week at Onvest.

Exams

• S66 Uniform Combined State Law Examination
  2005-07-20
• S63 Uniform Securities Agent State Law Examination
  1995-11-15

Other Names

• Daniel Wu
• Wugi Wu
• Daniel Wugi Wu