Pat Wang
Shearwater Capital · Redondo Beach, California
Pat Wang is a fee-only financial advisor at Shearwater Capital in Redondo Beach, California. Pat charges a percentage of assets and focuses on physicians & residents and retirement planning.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Shearwater Capital |
|---|---|
| Based in | Redondo Beach, California |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $427.3M across 731 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2637650 |
| Exams passed | Series 63 (1995) · Series 65 (1996) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.shearcap.com |
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Questions about Pat
Is Pat Wang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Pat holds no broker registration, and Shearwater Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Pat charge for financial advice?
Pat charges a percentage of assets.
Does Pat work with clients virtually?
Yes. Shearwater Capital says on its website that it works with clients remotely.
Where is Pat Wang based?
Pat Wang is based in Redondo Beach, California.
What does Pat specialize in?
Pat's specialties include physicians & residents and retirement planning. Pat works with physicians.
Is Pat Wang registered with the SEC?
Yes. Pat Wang is registered as an investment adviser representative in CA (CRD 2637650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Shearwater Capital manage?
Shearwater Capital reports $427.3M across 731 accounts in assets under management.
How do I contact Pat Wang?
Through Pat's website, www.shearcap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Shearwater Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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