Advisor at Open Square Capital, LLC
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
Open Square Capital, LLC
Location
Los Alamitos, CA
Credentials
Series 65
Industry experience
10 years
Nelson Wu is a financial advisor with Open Square Capital, LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at Open Square Capital since 2015 and at Open Insights Capital since 2022. Open Square Capital provides discretionary portfolio management to a limited number of high-net-worth individuals through separately managed accounts and manages a private investment limited partnership. The firm employs a value-oriented, fundamental analysis approach with a long-term investment horizon, focusing on concentrated, high-conviction positions.
20% of new profits over a 6% hard hurdle rate for Partnership limited partners
Account minimum: $100,000 for SMA clients; $2,100,000 net worth for Partnership investors (qualified clients)
Los Alamitos, CA
California
Open Insights Capital, LLC
2022 - Present (4 years)
Open Square Capital, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
Series 65
Irvine, CA
AM Wealth Solutions, LLC
Series 65
Cerritos, CA
Summit Gates Capital
CFP®, ChFC®, Series 63, Series 65
Costa Mesa, CA
Capital Planning Group, LLC
CFP®, Series 63
Brea, CA
CHOICE Financial & Insurance Services, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")