Wei Wu

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2021 → 03/2022
  Transamerica Financial Advisors, Inc
  Duluth, GA
• 11/2019 → Present
  Ingeniorx
  Marietta, GA
• 11/2014 → 11/2019
  Southern Company Gas
  Atlanta, GA
• 08/2021 → Present
  Usana Health Sciences, Inc
  Marietta, GA
• 03/2022 → 09/2025
  Avantax Investment Services Inc.
  Marietta, GA
• 03/2022 → 09/2025
  Avantax Advisory Services
  Marietta, GA
• 03/2022 → Present
  Huiwei Wealth Management Inc.
  Marietta, GA
• 11/2019 → Present
  Carelonrx
  Marietta, GA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Marietta, GA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-03-11 → 2025-09-05
  Avantax Advisory Services
  Marietta, GA
• 2022-01-04 → 2022-03-11
  Transamerica Financial Advisors, Llc
  Duluth, GA

Other Businesses

1) CARELONRX POSITION: Business Information Consultant NATURE: I am a consultant serving CarelonRx, a pharmacy benefit management company. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 50 START DATE: 11/18/2019 ADDRESS: 1414 Little Willeo Rd, Marietta GA 30068, United States DESCRIPTION: My job duty is to help their internal clients (most pharmacists) to control the cost of care associated with the Medical/Rx drugs. 2) HUIWEI WEALTH MANAGEMENT INC. POSITION: Owner NATURE: Tax entity of Avantax business INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 06/30/2022 ADDRESS: 1414 Little Willeo Rd, Marietta GA 30068, United States DESCRIPTION: Provide accounting, tax and other financial consulting services.?Sell security products and provide advisory service. Sell Annuity, including fixed annuity, equity indexed annuity, and variable annuity 3)USANA Health Sciences, Inc.; Contractor; Usana Health Sciences is a Utah-based multi-level marketing company that produces various nutritional products, dietary supplements and skincare products. I joined the MLM sales network to buy health supplement mostly for my family and close friends.; NIR; 0; 08/01/2021; 1414 Little Willeo Rd Marietta GA 30068; Purchase health supplements, and may receive reimbursement or rewards if I or my underline personnel make purchase.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-27

Other Names

• Wei Wu