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Michelle Wu

Investment Adviser Representative at TENON FINANCIAL

Somerville, MACRD #4847193Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
3 states

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 3 states
MassachusettsNew JerseyTexas

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Flat Fee
Source

Tenon Financial Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TENON FINANCIALCurrent
3/17/2023Somerville, MA
ORIGIN INVESTMENT ADVISORY LLC
10/18/20223/22/2024Somerville, MA
CORE PLANNING
9/15/20223/2/2023Somerville, MA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TENON FINANCIAL

2 other advisors in the directory

View TENON FINANCIAL firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michelle Wu 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.