Cilika Jia Wen Xie
Investment Adviser Representative at Wealth Enhancement Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cilika Jia Wen Xie is an investment adviser representative with Wealth Enhancement Advisory Services, LLC in San Marino, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wealth Enhancement Advisory ServicesAug 2025 – no end date reportedSan Marino, CA
- Wealth Enhancement GroupMar 2025 – no end date reportedSan Marino, CA
- PennymacOct 2024 – Mar 2025Westlake Village, CA
- PennymacJul 2023 – Oct 2024Westlake Village, CA
- PennymacApr 2023 – Jul 2023Westlake Village, CA
- University OF TorontoSep 2019 – Mar 2023Toronto
- UnemployedJun 2019 – Sep 2019White Rock
- EARL Marriott Secondary SchoolSep 2014 – Jun 2019Surrey
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealth Enhancement Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- $999,999 or less1.50%
- $1,000,000–$2,000,0001.25%
- Over $2,000,0001.00%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement income planning, investment management, risk management and insurance, tax strategies, estate planning, and financial planning. Also offers specialized solutions including employee retirement account management, trust services, tax preparation, business owner consulting, plan sponsor guidance, plan participant education, and employee benefits programs.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 976
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Plymouth, MN
- SEC file number:
- 801-60749
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 20, 2026
View full firm profileOther advisors at Wealth Enhancement Advisory Services, LLC
Showing 12 of 976 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cilika Jia Wen Xie has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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