Be advised. This firm is no longer registered.

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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $222,414
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.

CT, NJ, NY

Financial Advisors at Sheu Wealth Management, LLC
No Advisor Found.
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