Managing Principal / CCO · Vocare Wealth Advisors
Albert Wu
CRD 6180122 · Named on Form ADV at one SEC-registered adviser
At a glance
Vocare Wealth Advisors, an SEC-registered asset manager based in Reston, VA with $0 in regulatory assets, lists Albert Wu on its Form ADV as Managing Principal / CCO, a control person.
Firms and roles
- Vocare Wealth AdvisorsManaging Principal / CCOAsset manager · Reston, VA · $0M in regulatory assets
AtlasMembers
Albert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Albert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.