Sherwood Yuen
Investment adviser representative at Vanguard Personalized Indexing Management
10 yearsExperience
3 statesRegistered in
$11.4BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Vanguard Personalized Indexing ManagementJul 2019 to now
- Just Invest, LLCMay 2019 to now
- Just Invest Systems Inc.Jan 2018 to May 2019
- Independent ContractorSep 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, PA, TX).
Vanguard Personalized Indexing Management
$11.4BAssets managed
205Clients
6Advisers
7 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
- 4438121
- Firm CRD
- 285366