Zhujie
Lu
Wave Digital Assets LLC
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About this Advisor
Zhujie Lu is a financial advisor based in Los Angeles, California, working with Wave Digital Assets LLC. Zhujie has previously held positions at Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Shattuck St Mary's School, University Of California Santa Barbara, and Wave Financial Group, LLC. Zhujie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Zhujie is part of Wave Digital Assets LLC, which operates out of Los Angeles, California. The firm has 37 employees and manages assets totaling $335.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Wave Digital Assets LLC includes asset-based, performance-based, and other fees.
Certifications and Registrations
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Office Location
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Wave Digital Assets LLC Brokerage Details
$335,844,190
37
31
$10,833,684
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Zhujie Lu Work History
Wave Financial Group, LLC
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
University Of California Santa Barbara
Shattuck St Mary'S School
Disclosures
Please visit the SEC profile of Zhujie Lu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wave Digital Assets LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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