Luis Whu
Advisor at Lulla Wealth Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lulla Wealth Financial
Location
Vero Beach, FL 32963-5401
Credentials
Series 63, Series 65
Industry experience
16 years
About
Luis Whu is a financial advisor at Lulla Wealth Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Financial Securities Corporation, Bankers Life Securities, ProEquities, and Bankers Life and Casualty Company. Luis is also a licensed insurance agent offering a range of insurance products. Lulla Wealth Financial provides personalized investment advisory and wealth management services primarily to individuals and families, including high net worth clients. The firm operates on a non-discretionary basis, collaborating closely with clients to set investment objectives and approving transactions, while also offering wealth-planning and oversight of third-party investment managers.
Client services
Based on Lulla Wealth Financial
Financial planning
Portfolio management
Selection of other advisers
Tax planning, estate planning
Expertise
Based on Lulla Wealth Financial
Wealth management
Annuities
Options & derivatives strategies
Fee options
Flat fees for planning services, minimum $2,500 annually
Certain IARs may receive commissions for sale of fixed insurance products
Minimum hourly fee for planning services is $250, negotiated based on complexity
Account minimum: $250,000 Minimum fee: Minimum annual flat fee for planning services is $2,500, billed quarterly in arrears Fee-only: Fee-only investment advisory firm; no commissions for securities
Location
4731 Highway A1 A, Suite 227
Vero Beach, FL 32963-5401
Most active in
Luis W has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Lulla Wealth Financial, Llc
2021 - Present (5 years)
Lincoln Financial Securities Corporation
2016 - 2021 (5 years)
Bankers Life Securities, Inc.
2016 - 2016 (1 year)
ProEquities, Inc
2010 - 2016 (6 years)
Bankers Life And Casualty Co
2005 - 2016 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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