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Brian Anthony Wang

Capital Advantage, Inc.

Walnut Creek, CA

CRD 6404954

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Employer firm

Capital Advantage, Inc. CRD 108985

$1.28B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Capital Advantage, Inc.

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-03

Branch Locations

1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596 • 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
Allianz Global Investors San Francisco CA 07/2004 03/2018
Capital Advantage, Inc. Walnut Creek CA 06/2021 Present
Consilium Wealth Management San Ramon CA 04/2018 05/2021
  • 07/2004 → 03/2018
    Allianz Global Investors
    San Francisco, CA
  • 06/2021 → Present
    Capital Advantage, Inc.
    Walnut Creek, CA
  • 04/2018 → 05/2021
    Consilium Wealth Management
    San Ramon, CA
Previous Registrations
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

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