Wei Cao
JWC Advisors · Bellevue, Washington
Wei Cao is a fee-only financial advisor at JWC Advisors in Bellevue, Washington, who holds the CFP credential. JWC Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | JWC Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.5M across 10 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 7209486 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jwcadvisors.com |
How Wei's firm compares
- JWC Advisors's average account is about $255,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Wei
Is Wei Cao a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wei holds no broker registration, and JWC Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wei charge for financial advice?
Wei's firm, JWC Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wei Cao based?
Wei Cao is based in Bellevue, Washington.
What credentials does Wei Cao hold?
Wei Cao holds the CFP credential.
Is Wei Cao registered with the SEC?
Yes. Wei Cao is registered as an investment adviser representative in WA (CRD 7209486), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JWC Advisors manage?
JWC Advisors reports $2.5M across 10 accounts in assets under management.
How do I contact Wei Cao?
Through Wei's website, www.jwcadvisors.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
- 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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