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Zhengrong Sandra Wang

Transamerica Financial Advisors, LLC

Houston, TX

CRD 8314909

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Employer firm

Transamerica Financial Advisors, LLC CRD 16164

$2.11B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Transamerica Financial Advisors, Llc

Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-17
  • TX RA
    APPROVED
    Since 2026-07-17

Branch Locations

2901 Wilcrest Dr. #318, Houston, TX 77042 • 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
Transamerica Financial Advisors, Llc Houston TX 07/2026 Present
World Financial Group Insurance Agency Houston TX 07/2020 Present
Houston Southwest Realty Sugar Land TX 05/2020 05/2022
Homemaker Sugar Land TX 07/2016 10/2018
Sakz Investment Llc Sugar Land TX 10/2018 Present
Wu&Hu Texas Llc Sugar Land TX 12/2025 Present
Sakz Consulting Inc. Sugar Land TX 11/2024 Present
Personal Rental Property San Diego CA 05/2025 Present
  • 07/2026 → Present
    Houston, TX
  • 07/2020 → Present
    World Financial Group Insurance Agency
    Houston, TX
  • 05/2020 → 05/2022
    Houston Southwest Realty
    Sugar Land, TX
  • 07/2016 → 10/2018
    Homemaker
    Sugar Land, TX
  • 10/2018 → Present
    Sakz Investment Llc
    Sugar Land, TX
  • 12/2025 → Present
    Wu&Hu Texas Llc
    Sugar Land, TX
  • 11/2024 → Present
    Sakz Consulting Inc.
    Sugar Land, TX
  • 05/2025 → Present
    Personal Rental Property
    San Diego, CA
Other Businesses

Name: SAKZ Investment LLC / Investment Related - No / Date: 10:2018 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: Overlook family owned rental properties which are mostly managed by a property management company Name: Wu&HU Texas LLC / Investment Related - No / Date: 12:2025 / Hrs (Month): 100 / Hrs (Day): 4 / Activity: Tax planning, social security and retirement planning, education planning Name: SAKZ Consulting Inc. / Investment Related - No / Date: 11:2024 / Hrs (Month): 10 / Hrs (Day): 0 / Activity: Manage the bookeeping, accounting and tax filing tasks. Name: Personal Rental Property / Investment Related - No / Date: 05:2025 / Hrs (Month): 1 / Hrs (Day): 0 / Activity: Contact person with the property management company, manage bookkeeping and file tax return Sales of insurance and non-insurance products, part-time or full-time for companies affiliated with Transamerica Financial Advisors, LLC.

Designations
  • Certified Financial Planner

View on SEC IAPD

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