We are pleased to announce that Micah Wei has joined HTK as the Managing Director of Investments and Advisory Services, based in San Diego, CA. In his role Micah will oversee the company’s wealth management offerings including investment products and advisory platforms and services. Another focus will be expanding the breadth of financial planning, retirement plans and other HTK products and resource offerings.

HTK President Aaron Gordon expressed his enthusiasm toward Micah joining HTK, “We are incredibly excited to welcome Micah as a valued member of our team. His experience, perspective and skills when applied to this role will benefit our financial professionals and ultimately their clients.”

With 25 years of experience in the financial services industry, Micah has a distinguished record of leading consulting teams and working directly with financial advisors in adopting a more comprehensive wealth management approach and integrating advisory products and services in their respective businesses.

“Wealth management in 2024 is a complex and challenging endeavor. It is incredibly refreshing to see a firm with a rich history like HTK devoted to evolving its own ecosystem, empowering advisors to serve their clients and deliver long-term sophisticated estate, wealth, and health solutions,” Micah shared. “I look forward to driving and supporting that vision to provide our advisors and their clients an optimal experience in the most efficient manner.”

Prior to joining HTK, Micah has worked at other independent broker-dealers such as Osaic (formerly Advisor Group), LPL Financial and First Allied Securities (now Cetera), in addition to other prominent financial services organizations.

Micah looks forward to bringing his team-first attitude to HTK by working with all departments to provide a modern wealth management platform for our financial professionals, so they can ultimately deliver a first class experience to their clients. 

Micah is the proud father of three daughters and, in his free time, enjoys the southern California lifestyle of being outdoors as much as possible.

HTK is excited to welcome Micah Wei to lend his industry experience and valuable skillset to supporting our financial professionals and their clients.