Investment adviser · CRD 300625
WEHOME INC.
Investment adviser filing (IA)
BEIJING, China · Form ADV filed Jul 18, 2019
- Regulatory AUM
- $2.05M Form ADV · Item 5.F
- Client accounts
- 117 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 117 | $2,050,000 | 100.0% |
| Individuals | Fewer than 5 | $0 | 0.0% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Retirement plans | Fewer than 5 | $0 | 0.0% |
| Charities | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
| Corporations & businesses | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 1335194 · Jul 18, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 18, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
GUANGSHUNBEIDAJIE, SUITE B, 3F CHAOYANG DISTRICTBEIJING, China
CRD 300625
Filing source
Form ADV 1335194 · Jul 18, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.