$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
11 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Value north
- Established Date
- 07-24-2014
- Office Locations
- 1
Office Locations
-- SAN Dimas CA
About Cheng Wealth Management, LLC
Cheng Wealth Management, LLC is a California RIA led by principal Timothy Cheng, providing retirement planning, ongoing investment management, and legacy/wealth transfer guidance for individuals and families. Portfolios are built with a risk-and-cost lens and primarily use equities and ETFs, with the ability to incorporate alternatives and insurance/tax planning as needed.
Team overview
40 AVG AGE
$14.8M AVG AUM / ADVISOR
$924.1K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Pioneer pioneer Wave ridge Atlas Foundation signal
Custodian
Signal
Investment Themes
Legacy
Investment Vehicles
Harbor
Services
Optima Timber crest Legacy Glacier pathway
Technology
Radial
Owner & Executives
TIMOTHY CHENG
Analyst, PRINCIPAL
- CRD
- #5051247
- Ownership
- 75% or more
(977) 283-3374
vital.eagle@oakcapital.com
in linkedin.com/in/fusion-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,785,245 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,785,245 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,785,245
Public Funds:
35.2% Equity - Exchange:
33.3% Cash:
31.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,105,630,995 | 35.2% |
| Equity - Exchange | $1,991,974,777 | 33.3% |
| Cash | $1,884,300,465 | 31.5% |
| Total | $5,981,906,237 | 100.0% |