Tracy Miu
Wealthspring · Irvine, California
Tracy Miu is a fee-only financial advisor at Wealthspring in Irvine, California. Wealthspring reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Tracy →
Facts
| Firm | Wealthspring |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $370.2M across 922 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6050237 |
| Exams passed | Series 66 (2016) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.wealthspringpartners.com |
How Tracy's firm compares
- Wealthspring's average account is about $401,000, from its Form ADV (assets managed divided by 922 accounts).
Request an introduction to Tracy
Tell Tracy a little about what you're looking for. Tracy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tracy
Is Tracy Miu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracy holds no broker registration, and Wealthspring reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracy charge for financial advice?
Tracy's firm, Wealthspring, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tracy Miu based?
Tracy Miu is based in Irvine, California.
Is Tracy Miu registered with the SEC?
Yes. Tracy Miu is registered as an investment adviser representative in CA and TX (CRD 6050237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthspring manage?
Wealthspring reports $370.2M across 922 accounts in assets under management.
How do I contact Tracy Miu?
Through Tracy's website, www.wealthspringpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Irvine
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
- 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.
See something wrong? Request a correction. Read our methodology.