Wei Wang has been Managing Member/Chief Compliance Officer of Triple Summit Advisors since September 2015, is a control person of the firm and directly owns between 25% and 50% of it. Wei Wang holds a Bachelor of Arts in Applied Mathematics from Harvard University and a Master of Arts in Statistics from Harvard University.
Triple Summit Advisors, LLC is a firm with $108M under management, 172 clients and 2 advisers across 2 offices, as of its April 2026 filing.
Wei Wang is Managing Partner of Triple Summit Advisors. He is Co-Founder and lead portfolio manager of the firm and has over 20 years of security selection, portfolio construction and risk management experience in the investment industry. Before Triple Summit, he was a senior investment analyst with Regiment Capital Advisors in Boston, MA, and earlier a Senior Analyst in the Asset Allocation team of Grantham, Mayo, Von Otterloo & Co. LLC.
- Triple Summit Advisors, LLCCurrent– present · 10 yearsNewton, MA · Adviser representative · Firm CRD 282764
Professional designations
Listed by Triple Summit Advisors
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Wei Wang is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from April 2016; the most recent is New York, in March 2021.
- CaliforniaSince 28 April 2016
- MassachusettsSince 27 April 2016
- New JerseySince 5 January 2021
- New YorkSince 4 March 2021
- TexasResidentSince 22 February 2017
- WashingtonSince 31 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 14 September 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 August 2004 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 4833881
- Firm
- Triple Summit Advisors · CRD 282764
- Role
- Managing Member/Chief Compliance Officer
- Office
- 7 Playstead Road, Unit 1, Newton, MA 02458
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- triplesummitadvisors.com
Where does Wei Wang work?
Wei Wang has been Managing Member/Chief Compliance Officer of Triple Summit Advisors, LLC since September 2015, and is a control person of the firm.
Is Wei Wang a financial advisor?
Yes. Wei Wang has a current investment-adviser registration in California, Massachusetts, New Jersey, New York, Texas and Washington, through Triple Summit Advisors since April 2016.
How many years of experience does Wei Wang have?
Wei Wang has 10 years in the financial industry, since April 2016, across 1 adviser firm.
What exams has Wei Wang passed?
Wei Wang has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in August 2004.
Where is Wei Wang based?
Wei Wang’s registered office is in Newton, MA.
Is Wei Wang registered with FINRA?
No. Wei Wang has no current broker registration.
Is Wei Wang a CFP?
Triple Summit Advisors lists Wei Wang with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Wei Wang a CFA charterholder?
Triple Summit Advisors lists Wei Wang with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Wei Wang’s record?
Search CRD 4833881 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wei Wang’s full registration record.
