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CHUNG WU INVESTMENT GROUP, LLC
CRD 170362 · SEC 801-130266
1415 LAKE POINTE PARKWAY, SUGAR LAND, TX, 77478, United States
Phone
(281) 203-0069
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.5M
Discretionary AUM
$147.5M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $8.2M |
| High net worth individuals | 66 | $109.6M |
| Pooled investment vehicles | 34 | $29.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD