Lu Yu
Investment adviser representative at Familywealth Asset Management
13 yearsExperience
1 stateRegistered in
$177MFirm assets
17 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 assetsSubscriptionOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Familywealth Asset Management, LLCApr 2018 to now
- Workplace Solutions, Inc.Oct 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Familywealth Asset Management
$177MAssets managed
421Clients
1Advisers
17 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
- 6940884
- Firm CRD
- 147869