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Member, Co-Chief Investment Officer and Chief Executive Officer · Convoy Investments, LLC

Howard Wang

CRD 6452082 · Named on Form ADV at one SEC-registered adviser

At a glance

Convoy Investments, LLC, an SEC-registered wealth manager with $262 million in regulatory assets, lists Howard Wang on its Form ADV as Member, Co-Chief Investment Officer and Chief Executive Officer, a control person.

Firms and roles

  • Convoy Investments, LLCMember, Co-Chief Investment Officer and Chief Executive OfficerWealth manager · United States · $262M in regulatory assets

AtlasMembers

Howard’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Wenquan WuMember, Co-Chief Investment Officer and Chief Compliance Officer, Convoy Investments, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Howard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.