Cto · Parrot Finance, Inc.
Wenhui Yang
CRD 6951685 · Named on Form ADV at one SEC-registered adviser
At a glance
Parrot Finance, Inc., an SEC-registered wealth manager with $30 million in regulatory assets, lists Wenhui Yang on its Form ADV as Cto, a control person.
Firms and roles
- Parrot Finance, Inc.CtoWealth manager · United States · $30M in regulatory assets
AtlasMembers
Wenhui’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nikki VaranasiCeo/cco, Parrot Finance, Inc.
- Wenjing YangCOO, Parrot Finance, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Wenhui’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.