WU WEALTH ADVISORY, LLC

WU WEALTH ADVISORY, LLC is an SEC-registered investment adviser (CRD 299120). Regulatory assets under management: $689K.

Registration

• CRD: 299120
• Type: Registered investment adviser
• Phone: 917-868-3009
• Latest filing: 2026-03-31
• Regulatory AUM: $689K
• Discretionary AUM: $689K
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299120 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search