Sheu Wealth Management, LLC
Sheu Wealth Management, LLC (CRD# 173308) is a financial advisory firm headquartered in Stamford, CT. They manage $12,900,000 in 58 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$222,414
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, NJ, NY
Emily Sheu (CRD# 4994827) is an Investment Advisor Representative working at Sheu Wealth Management, LLC in Stamford, CT and has over 8 years of experience in the finance industry. Emily Sheu 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.