Cheng Wealth Management, LLC

Overview

Cheng Wealth Management, LLC is a small, owner-operated advisory firm focused on discretionary portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and concentrates on customized portfolios built around pooled vehicles rather than proprietary product distribution. Cheng Wealth Management does not identify as an ESG investor and operates with a single-state footprint. Investment activity centers on using mutual funds and separate managed accounts for core exposure, complemented by allocations to third-party alternative managers where appropriate. The firm makes use of external hedge fund and real estate managers to add non-correlated return streams and income-oriented opportunities, while relying on mutual funds for core equity and fixed-income positioning. Given the firm’s size and client mix, portfolio construction appears to emphasize manager selection and allocation over an in-house product shelf.

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Investments & Alternatives

Location & Offices