CRD: 315744
Think Different Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-02-2021
- Office Locations
- 1
Office Locations
About Think Different Wealth Advisors LLC
Think Different Wealth Advisors is a fee-only fiduciary RIA providing comprehensive planning (retirement, tax, equity compensation, insurance, and estate) and investment management for tech professionals, healthcare professionals, and working families. Led by Chao Zhang, a former hedge fund investor, the firm uses a long-term, contrarian value approach inspired by Warren Buffett. High-touch model targeting ~20–30 clients and expects to close planning to new clients in 1–2 years; Schwab custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Chao Zhang
Chief Compliance Officer, Chief Investment Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7405406
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,226,359 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,226,359 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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