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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-25-2018
- Office Locations
- 2
Office Locations
About Java Wealth Planning
Java Wealth Planning is an independent, flat-fee, fiduciary registered investment adviser led by CFP® professional Mike Zung, focused on tax-smart equity compensation planning for tech professionals. The firm helps clients navigate stock options, RSUs, and tender offers alongside broader financial and investment planning and portfolio construction using diversified funds (ETFs/mutual funds). Notable for its RSU Analyzer tool and Investopedia Top 100 recognition.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Michael Burks Zung
Chief Compliance Officer, Financial Planner, Founder, Managing Partner
- CRD
- #6974834
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Christopher William Lea
--
- CRD
- #8001294
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,418,333 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,418,333 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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