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CHUNG WU INVESTMENT GROUP, LLC

SUGAR LAND, TX · CRD 170362 · IAPD ↗ · cw-investmentgroup.com · (281) 203-0069

$147.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2024 — CHUNG WU INVESTMENT GROUP, LLC (SUGAR LAND, TX) is newly SEC-registered with $110.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.