Xiuhua Xu
Investment Adviser Representative at Destination Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Xiuhua Xu is an investment adviser representative with Destination Wealth Management in Walnut Creek, CA, where they have been registered since 2026. They have worked in the securities industry since 2014 and have been registered with 3 firms, including Bakeravenue and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Office
Advisors at this office: 40
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2016 – Dec 2017New York, NY
- BANK OF America, N.A.Feb 2016 – Dec 2017New York, NY
- Baker Avenue Asset Management LPMay 2019 – Dec 2021San Francisco, CA
- NOT EmployedDec 2017 – May 2019Fremont, CA
- Baker Avenue Asset Management LPJan 2022 – Apr 2026San Francisco, CA
- Destination Wealth ManagementApr 2026 – no end date reportedWalnut Creek, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Destination Wealth Management
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
- Firm account minimum
- $500,000 (waivable)
- First $500,0001.15%
- Next $500,0000.98%
- Next $1m0.93%
- Next $1m0.88%
+6 more tiers on the firm profile
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
Destination Wealth Management offers financial planning, investment management, proprietary research, estate planning and tax review, stress test analysis, retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, life insurance, long-term care, disability and critical illness coverage, and health insurance group health benefits.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 40
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Walnut Creek, CA
- SEC file number:
- 801-53077
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 14, 2026
View full firm profileOther advisors at Destination Wealth Management
Showing 12 of 40 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. Xiuhua Xu 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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