Alpha Rising Advisors
43yrs
Top advisor by experience in Newport Coast
13yrs
Ed Wei
Financial advisor at Wayup Wealth Building Group
Ed Wei is a fiduciary financial advisor in Newport Coast, California, with 13 years in the industry. Ed joined Wayup Wealth Building Group in 2013, a firm offering investment management. The firm is paid through performance-based fees.
One of 8 advisors with offices in Newport Coast, and one of 8 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
OfficeNewport Coast, CA
How the firm is paid ?Performance fee
Typical client at the firm ?$411,875
States licensed ?1 state
Services through Wayup Wealth Building Group
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2013 – nowWayup Wealth Building GroupCurrent firm
Questions to ask Ed
Tailored to Ed’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ed
How do I contact Ed?
Call Wayup Wealth Building Group at 949-887-3922 and ask for Ed Wei. Ed works from the Newport Coast, CA office.
How long has Ed been a financial advisor?
Ed has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Ed hold?
Series 65. Tap any license on this page to see what it allows.
Is Ed a fiduciary?
Ed is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ed paid?
Wayup Wealth Building Group reports being paid by a share of investment gains. Ask Ed for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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