Wei Shao

Employer firm

Consonance Wealth Management CRD 285027

$12.4M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2016 → Present
  Consonance Wealth Management, Llc
  Los Gatos, CA

Other Businesses

MS. WEI SHAO IS A LICENSED INSURANCE AGENT, LICENSED BY THE STATE OF CALIFORNIA TO SELL INSURANCE PRODUCTS TO INDIVIDUALS. ALL ACTIVITIES OF MS. SHAO AS AN INSURANCE AGENT ARE CONDUCTED AS A SOLE PROPRIETOR FROM 15559 UNION AVENUE, SUITE 300, LOS GATOS, CA 95032. MS. SHAO MAY AFFIILIATE WITH SPECIFIC INSURANCE COMPANIES AS AN APPOINTED AGENT OF THOSE COMPANIES. AT SUCH TIME, ANY AND ALL AFFILIATIONS WITH INSURANCE COMPANIES WILL BE DISCLOSED ON THE CONSONANCE WEALTH MANAGEMENT FORM ADV PART 2. SHE DEVOTES UP TO 10 HOURS PER WEEK AS AN INSURANCE AGENT, DURING SECURITIES TRADING HOURS.

Designations

• Chartered Financial Analyst