Chung Wu Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sugar Land, TX. Its latest Form ADV filing, dated April 10, 2026, reports $147M in regulatory assets under management, 2 employees, and 215 accounts.
Assets Under Management
$147M
Employees
2
Offices
--
Total Clients
127
Primary office
SUGAR LAND, TX
1415 LAKE POINTE PARKWAY, SUGAR LAND, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.0% of total clients.
Top client categories% of clientsClients
1
HNWI
52.0%
66
2
Pooled Investment Vehicles
26.8%
34
3
Individuals
21.3%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of April 10, 2026
Discretionary100.0%
$147M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$147M
Total Accounts215
10Y AUM Change+$37M (+33.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee64:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2014 and 2024. Charts show the most recent available filing segment under this CRD.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.