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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- MatrixVector legacy
- Established Date
- 05-07-2013
- Office Locations
- 1
Office Locations
About NEW Assets Investment Advisors LLC
New Assets Investment Advisors LLC is a California-registered RIA serving California residents with hourly financial planning (retirement, 401(k) reviews, goal checkups) and discretionary investment management. Portfolios are built with individualized, multi-asset allocation diversified across asset classes and global geographies using mutual funds, ETFs, and individual bonds. The firm also conducts Delaware Statutory Trust (DST) research and due diligence for 1031 exchanges, delivering a written report, and uses tools like MoneyGuidePro and Riskalyze.
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Owner & Executives
WE-YU CHOU
Investment Advisor, Managing Member
- CRD
- #2473767
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,208,957 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,208,957 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,208,957
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $910,321,305 | 18.8% |
| Equity - Exchange | $518,108,402 | 10.7% |
| Cash | $426,107,845 | 8.8% |
| Other | $1,423,587,573 | 29.4% |
| Corporate - Investment Grade | $1,564,009,476 | 32.3% |
| Total | $4,842,134,601 | 100.0% |