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Wee, William Kenneth (Danville)


Wee, William Kenneth is a large advisory firm based in Danville. It manages $68.39 million of regulatory assets for 205 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Wee, William Kenneth provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wee, William Kenneth: assets under management

The assets under management (AUM) of Wee, William Kenneth is $68.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $68.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wee, William Kenneth for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Danville

The principal office where Wee, William Kenneth performs its advisory services is located at 1079 River Rock Lane, Danville, CA 94526 The mailing address of the firm is 3000 F Danville Boulevard, Alamo, CA 94507. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (925) 838-5445 or by fax (925) 837-7661. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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