Chung Wu Investment Group, LLC

Chung Wu Investment Group, LLC (CRD# 170362) is a financial advisory firm headquartered in Sugar Land, TX. They manage $59,500,000 in 238 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Chung Wu Investment Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
April A. Keh
CRD#: 4971704
1415 Lake Pointe Parkway, Sugar Land, TX 77478
90
Wealthminder
score

April Keh (CRD# 4971704) is an Investment Advisor Representative working at Chung Wu Investment Group, LLC in Sugar Land, TX and has 1 year of experience in the finance industry.

2
Chung Wu
CRD#: 3175511
1415 Lake Pointe Parkway, Sugar Land, TX 77478
71
Wealthminder
score

Chung Wu (CRD# 3175511) is an Investment Advisor Representative working at Chung Wu Investment Group, LLC in Sugar Land, TX and has over 17 years of experience in the finance industry. Chung Wu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.