CHUNG WU INVESTMENT GROUP, LLC

Overview

Chung Wu Investment Group, LLC is an SEC-registered investment adviser that manages discretionary portfolios for individuals, families and select institutional clients. The firm bills on a percentage-of-AUM basis and identifies portfolio management for individuals and small businesses as its core advisory activity. It is organized as a limited liability company with individual ownership and became SEC-registered in 2024. Chung Wu Investment Group does not present itself as a multi-state adviser or an active ESG investor, and it does not function as a third-party capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices