$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2020
- Office Locations
- 1
Office Locations
-- Gilbert AZ
About Know Your Worth Financial
Know Your Worth Financial is a fee-only, fiduciary virtual planning firm focused on young professionals of color and immigrants. It delivers customized financial planning and investment guidance with no minimums, meeting clients online with evening and weekend availability. Portfolios can incorporate sustainability preferences while maintaining diversification.
Team overview
37 AVG AGE
$1.6M AVG AUM / ADVISOR
$47.5K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STEVEN Yick Tung CHAU
Chief Compliance Officer, Owner
- CRD
- #5825483
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,614,580 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,614,580 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing