Investment adviser representative · Stonebridge Wealth Management LLC
Zhenzhe Wang
CRD 7229905 · Irvine, CA
At a glance
Zhenzhe Wang is an investment adviser representative with Stonebridge Wealth Management LLC in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Zhenzhe’s SEC record dates to 2021, about 4 years ago.
Current advisory firm
- Stonebridge Wealth Management LLCSince July 2025Irvine, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2021 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Zhenzhe’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
- 1 firmLocked
- 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
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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.