Wehome Inc. (Beijing)

Name: Wehome Inc.
Address: Guangshunbeidajie, Beijing
Telephone: 18611382568

Wehome Inc. is an internet adviser based in Beijing. It manages $2.05 million of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2019.

Wehome provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wehome: assets under management

The assets under management (AUM) of Wehome Inc. is $2.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $2.05 million of the total AUM is attributable to clients outside of the United States.

The firm manages $2.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.52 thousand each.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wehome Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Wehome serves?

The only and largest group of clients of Wehome is high net worth individuals with 117 clients and $2.05 million of assets under management. Among the 1 most similar advisory firms, Wehome has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $2.05 million for 117 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.

Wehome doesn't advise any private funds.

Careers at Wehome Inc.

The company employs 16 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hang Nmn Wen	Ceo and cco	1 Mar 2017	Other	7117758
Galois Technology Limited	Owner	1 Mar 2017	75% - 100%	foreign

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Peng Nmn Yu	Owner	1 Mar 2017	50% - 75%	7117763

Based in Beijing

The principal office where Wehome Inc. performs its advisory services is located at Guangshunbeidajie, Beijing, , which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 18611382568. The normal business hours are 9 - 6 on Monday - Friday. You can find more information about the New York firm at wehome.io.