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Connie Wu

Chief Financial Officer at HRTG Gpe

Officer record from the firm’s Form ADVForm ADV filed 10 June 2026

Connie Wu is Chief Financial Officer of HRTG Gpe, LLC, a Wilson investment adviser.

Role at HRTG Gpe

Title on Schedule A
Chief Financial Officer
Control
Connie Wu is a control person of HRTG Gpe.
Ownership
An individual ownership band is not available in the source record.
Tenure
Connie Wu has held the filed role since April 2022.

The firm

HRTG Gpe, LLC
Wilson, WY

Form ADV filed 10 June 2026

$27.1B AUM22 clients8 advisers2 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Connie Wu is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Connie Wu
CRD
7538346
Firm
HRTG Gpe, LLC
Record basis
Form ADV officer listing
Firm bio
hrtg.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

HRTG lists Connie Wu as CFO. Official firm biography/team page

Common questions

Where does Connie Wu work?

Connie Wu has been Chief Financial Officer of HRTG Gpe, LLC since April 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 June 2026

Leadership at HRTG Gpe

  • Keith Johnson
    Chief Executive Officer, Managing Member of HRTG Gpe, LLC and Manager and Member of Montague Island LLC
  • Federsin Dinsay
    Chief Operating Officer
  • William McGee
    Chief Compliance Officer
  • Gerald Beeson
    Director of HRTG Gpe, LLC
  • John Collison
    Director of HRTG Gpe, LLC
  • Bruce Karsh
    Director of HRTG Gpe, LLC
  • Kevin Kelly
    Chief Investment Officer and Managing Member of HRTG Gpe, LLC
  • Douglas Leone
    Director of HRTG Gpe, LLC
  • Michael Moritz
    Director of HRTG Gpe, LLC
  • Mark Oei
    Withdrawn Member of HRTG Gpe, LLC
  • John Zito
    Director of HRTG Gpe, LLC
  • Kevin Slemp
    Trustee of West Eighth Street
  • Meredith Wiedeman
    Trustee of West Eighth Street

Sources

  1. IAPD individual lookup, CRD 7538346. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of HRTG Gpe, LLC, filed 10 June 2026. Title, control and ownership bands.
  3. HRTG Gpe team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Connie Wu or HRTG Gpe, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.