SHUYI KONG WEALTH MANAGEMENT, INC.

SHUYI KONG WEALTH MANAGEMENT, INC. of MILLBRAE, CA is an SEC-registered investment adviser (CRD 168953). Regulatory assets under management: $47.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 168953
• Type: Registered investment adviser
• Location: 475 EL CAMINO REAL, #410, MILLBRAE, CA, 94030
• Phone: 415-806-1201
• Latest filing: 2026-03-19
• Regulatory AUM: $47.3M
• Non-discretionary AUM: $47.3M
• Clients: 1
• Accounts: 331

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168953 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search