RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Wendy Wan Turk
- Partner or owner
- “Partner,”reportedthewealthgardenfs.comthe sentence on the bio page
- Professional profile
- thewealthgardenfs.com/wendy-turkreportedthewealthgardenfs.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- The Wealthgarden F.S. LLC independent RIA currentsince Sep 1, 2023 · Los Angeles, Ca
- Gerber Kawasaki Wealth & Investment Management independent RIAFeb 22, 2012 to Sep 1, 2023 · Santa Monica, Ca
- Gerber Kawasaki Wealth & Investment Management to The Wealthgarden F.S. LLCleft Sep 1, 2023, registered Sep 1, 2023 (0 days) · RIA to RIA
- Wendy Wan Turk left Gerber Kawasaki Wealth & Investment Management for The Wealthgarden F.S. Llc (registered 2023-09-01)Sep 1, 2023 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address