DFX Intelligence
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.
Registered advisor
Virginia Hui Wu
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Jun 27, 2024
In the industry
12 y
since Apr 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Curi Capital, LLC independent RIA currentsince Jun 27, 2024 · Chicago, Il
- A & I Wealth Management independent RIASep 9, 2021 to Jun 12, 2024 · Lone Tree, Co
- Fidelity Personal And Workplace Advisors formerJul 13, 2018 to Jul 16, 2021 · Boston, Ma
- Strategic Advisers LLC national BDJul 7, 2015 to Jul 13, 2018 · Durham, Nc
Moves
a registration end followed by a registration begin elsewhere
- A & I Wealth Management to Curi Capital, LLCleft Jun 12, 2024, registered Jun 27, 2024 (15 days) · RIA to RIA
- Fidelity Personal And Workplace Advisors to A & I Wealth Managementleft Jul 16, 2021, registered Sep 9, 2021 (55 days) · Affiliated broker-dealer or bank to independent RIA
- Strategic Advisers LLC to Fidelity Personal And Workplace Advisorsleft Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Signals
- Virginia Hui Wu left A & I Wealth Management for Curi Capital, Llc (registered 2024-06-27)Jun 12, 2024 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address