Who We Are

With over 50 years of combined experience in financial services, Thai and Dan are dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Their extensive experience throughout major shifts in the markets enables them to help clients structure their portfolios according to their specific objectives. Thai and Dan team have been working together for over 20 years, using their combined knowledge of investments and extensive experience to successfully manage over $1.4 billion in client assets as of August 2024. We strive to provide a comprehensive, tailored client experience specific to each individual’s investment needs and long term goals. We can provide access to Wells Fargo affiliate services, including trust services and lending.
What we do

Our Mission

Our mission is to work with our clients to help them achieve their financial goals with utmost competence and integrity. In doing this, we seek to give our clients the highest level of service, marrying convenience and peace of mind with sound advice and execution.

Hoang Luddy Private Wealth Group of Wells Fargo Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, GA, HI, IL, LA, MA, MO, MT, NV, TN, TX, UT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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