OPEN FAMILY OFFICE (OFO) WEALTH MANAGEMENT LLC
CRD #332362 SEC #802-130969 FREMONT, CA 650-391-7166
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- May 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Lin, Wang | I | MANAGER | NA | |
| Lin, Wang | I | MANAGER | NA | |
| Lin, Wang | I | MANAGER | NA | |
| Wang, Xinbo | I | MANAGER | NA | |
| Wang, Xinbo | I | MANAGER | NA | |
| Wang, Xinbo | I | MANAGER | NA | |
| WANG FAMILY TRUST | DE | OWNER | E | Control |
| WANG FAMILY TRUST | DE | OWNER | E | Control |
| WANG FAMILY TRUST | DE | OWNER | E | Control |
Registrations
Federal
ERA
May 28, 2025 REGISTERED
Address
3424 WYNDHAM DRFREMONT, CA 94536
United States
Phone: 650-391-7166