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
Sheu Wealth Management, LLC
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts58ACCOUNTS
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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
Registered Investment Advisor
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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