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- Custodian
- Betterment · Hsbc · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-25-2018
- Office Locations
- 1
Office Locations
About WU Wealth Advisory, LLC
WWA (Wu Wealth Advisory) is a NYC-based independent RIA providing customized financial planning and investment management for mid-career professionals and business leaders focused on creating and preserving wealth. Its SMA mix is heavily ETF-oriented. The boutique, unaffiliated approach emphasizes behavioral coaching and emotional support alongside portfolio guidance, and it works with platforms such as Betterment.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
CHIEN HOONG WU
Advisor, Chief Compliance Officer, Managing Member, President
- CRD
- #5280473
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $689,395 | -- |
| Non-Discretionary | $0 | -- |
| Total | $689,395 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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