CHENG WEALTH MANAGEMENT, LLC

CHENG WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 170190). Regulatory assets under management: $14.8M.

Registration

• CRD: 170190
• Type: Registered investment adviser
• Phone: 909-767-7228
• Latest filing: 2026-03-30
• Regulatory AUM: $14.8M
• Discretionary AUM: $14.8M
• Clients: 1
• Accounts: 69

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170190 on SEC IAPD (source of record)
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