Overview
Assets Under Management: $147 million
Headquarters: SUGAR LAND, TX
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
CHUNG WU INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170362), CHUNG WU INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
CHUNG WU INVESTMENT GROUP, LLC is headquartered in SUGAR LAND, TX.
CHUNG WU INVESTMENT GROUP, LLC serves 66 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, CHUNG WU INVESTMENT GROUP, LLC offers portfolio management for individuals. View all service details ↓
CHUNG WU INVESTMENT GROUP, LLC manages $147 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, CHUNG WU INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.30
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 215
Discretionary Accounts: 162
Non-Discretionary Accounts: 53
Regulatory Filings
CRD Number: 170362
Filing ID: 2048503
Last Filing Date: 2026-02-19 16:59:19