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Emily J Sheu

SHEU WEALTH MANAGEMENT, LLC·ARMONK, New York
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4 MACDONALD AVE., ARMONK, NY 10504CRD# 4994827Firm CRD# 173308
01

About

Emily J Sheu is a registered financial advisor based in ARMONK, New York, affiliated with SHEU WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHEU WEALTH MANAGEMENT, LLC
SHEU WEALTH MANAGEMENT, LLC
AUM
$11M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SHEU WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4994827
Firm CRD# 173308
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Emily J Sheu offer?
Emily J Sheu specializes in Financial Planning, Investment Management. Contact their office in ARMONK, New York for a consultation.
What are Emily J Sheu's credentials?
Emily J Sheu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily J Sheu located?
Emily J Sheu is based in ARMONK, New York, working with SHEU WEALTH MANAGEMENT, LLC. Their office serves clients in the ARMONK metropolitan area and surrounding communities.
How does Emily J Sheu charge for services?
Emily J Sheu's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHEU WEALTH MANAGEMENT, LLC?
SHEU WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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