Chung Wu
Investment adviser representative at Chung Wu Investment Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$147.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Chung Wu Investment Group, LLCApr 2014 to now
- Chung Wu Investment Group, LLC dba Cw Investment GroupApr 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Chung Wu Investment Group, LLC
$147.5MAssets managed
127Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3175511
- Firm CRD
- 170362