Wu Wealth Advisory, LLC

Wu Wealth Advisory, LLC (CRD# 299120) is a financial advisory firm headquartered in , . They manage $474,749 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.wuwealth.com/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $67,821
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Wu Wealth Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chien Hoong Wu, financial advisor Jackson Heights NY
Chien Hoong Wu
CRD#: 5280473
Jackson Heights, NY

Chien Hoong Wu (CRD# 5280473) is an Investment Advisor Representative working at Wu Wealth Advisory, LLC in Jackson Heights, NY and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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