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WEALTHMATE
HONG KONG
+8613811680698
SEC #801-130733Total AUM
$2M
Employees
3Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
LEVEL 35,TWO PACIFIC PLACE,
NO. 88 QUEENSWAY, ADMIRALTY
HONG KONG
Hong Kong
NO. 88 QUEENSWAY, ADMIRALTY
HONG KONG
Hong Kong
Operating Hours
9:00-18:00
Monday - Friday
Monday - Friday
Phone
+8613811680698
Financials
Total AUM
$2M
Accounts
4Discretionary
$0
Accounts
0Non-Discretionary
$2M
Accounts
4
Clients
HNW Individual Clients
1AUM
$2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
DE
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.