SHEU WEALTH MANAGEMENT, LLC

ARMONK, New York·1 registered advisor·CRD# 173308
SEC# 801-80806914-358-4057
01

Firm Overview

AUM
$11M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHEU WEALTH MANAGEMENT, LLC

1 registered advisor
Emily J Sheu
ARMONK, New York
05

Office Locations

ARMONK, New York
1 advisor

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Data sourced from SEC Form ADV filings. SHEU WEALTH MANAGEMENT, LLC (CRD# 173308) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.