CRD: 311165
Valuetech Private Advisors
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-20-2020
- Office Locations
- 2
Office Locations
About Valuetech Private Advisors
Valuetech Private Advisors provides investment advisory and portfolio management, combining asset allocation and active management with financial and tax planning. The firm serves retail and institutional clients, including entrepreneurs. Portfolios emphasize ETFs and fixed income (U.S. government/agency and municipal bonds), with stated capability across alternatives and digital assets. Custody through Charles Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Nan Cheng
Advisor, Chief Compliance Officer, FOUNDER, INVESTMENT MANAGER, Managing Member
- CRD
- #7300323
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Claire Cheng
--
- CRD
- #8044909
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,423,174 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,423,174 | -- |
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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 |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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