POPLAR GLOBAL WEALTH MANAGEMENT LLC
POPLAR GLOBAL WEALTH MANAGEMENT LLC of DALY CITY, CA is an SEC-registered investment adviser (CRD 165532). Regulatory assets under management: $54.8M.
Registration
- CRD: 165532
- SEC file number: 801-77254
- Type: Registered investment adviser
- Location: 318 WESTLAKE CENTER, DALY CITY, CA, 94015
- Phone: 650-756-7496
- Latest filing: 2026-03-30
- Regulatory AUM: $54.8M
- Discretionary AUM: $53.2M
- Non-discretionary AUM: $1.7M
- Clients: 1
- Accounts: 199
Business model
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| SUNG SAMMY KUO CHIANG | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| YOUNG DARRELL MINGKONG | MANAGING MEMBER | — |
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