Every new California business filing, every dayWealthWise Financial Services
JIAN GUO YU, Registered Agent
WealthWise Financial Services is a wealth management firm based in Irvine, CA, offering financial planning and investment services. The website indicates a professional team and client-focused approach. The LLC name 'Wealth Wise Solutions' aligns with this brand despite slight wording variation.
Filed September 17, 2025 · Irvine, CA · Orange County
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California Secretary of State (bizfile Online) · Entity B20250303713 · Retrieved May 13, 2026
About WealthWise Financial Services
WEALTH WISE SOLUTIONS INC filed in California on September 17, 2025, with a principal address in Irvine. The company is in the Financial Services category, specifically Wealth Management, and is led by Registered Agent JIAN GUO YU, who also filed personally as the registered agent. Its domain was registered on June 7, 2005, over 20 years before the filing, through Network Solutions, and the website was built with Divi. Two other entities share the same owner name. We estimate its revenue range is $1M-$10M and its employee range is 6-25. No annual report or EIN on file yet.
- Domain registered 20 years before the filing date.
- Filed in California with an Irvine principal address.
- Owner JIAN GUO YU is also the registered agent.
- Website built with Divi.
- Two other entities share the same owner name.
- We estimate revenue of $1M-$10M and 6-25 employees.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 47 new businesses registered in Irvine in September 2025, and the only financial services business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was WealthWise Financial Services registered?
WealthWise Financial Services was registered as Corp on September 17, 2025 in California.
Where is WealthWise Financial Services located?
WealthWise Financial Services is based in Irvine, CA, 92618, in Orange County.
What type of business is WealthWise Financial Services?
WealthWise Financial Services is classified as a financial services business (wealth management).
Does WealthWise Financial Services have an EIN on file?
No EIN was found on file for WealthWise Financial Services at the time of registration.
Who Sells to This Business
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