Investment adviser representative · Pair Lending LLC
Daniel Wu
CRD 2651056 · San Francisco, CA
At a glance
Daniel Wu is an investment adviser representative with Pair Lending LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2005, about 21 years ago.
Current advisory firms
- Pair Lending LLCSince January 2016San Francisco, CA · State-registered or not in the SEC’s list
- Pair Capital Wealth Management, LLCSince February 2018South San Francisco, CA · State-registered or not in the SEC’s list
- Strait & SoundSince May 2022Burlingame, CA · $334M in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Pair Lending LLC
Every advisor at Pair Lending LLC →Financial advisors in San Francisco, CA →Advisor Moves: who changed firms this week →