Cheng Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,516,578
Clients
16
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$719,786
About
Cheng Wealth Management provides discretionary investment management, financial planning, and wealth management advice to individuals — including high-net-worth clients — and also serves pension and profit-sharing plans and trusts, indicating the firm works with corporate or business clients in addition to retail households. Services focus on investing in stocks, bonds, and alternative assets and are tailored to each client’s goals, resources, risk tolerance, and time horizon.
The firm’s investment approach centers on strategic asset allocation combined with enhanced indexing, emphasizing broad diversification through low-cost mutual funds, disciplined rebalancing, and portfolio structure driven by dimensions of expected return. Advice begins with a holistic assessment of a client’s financial picture and includes at least quarterly account reviews and written quarter-end reporting, with opportunistic rebalancing as needed.
Compared with many independent advisers, Cheng Wealth Management’s client mix notably includes pension and profit-sharing plans and trusts, a segment that is uncommon among peers. The principal holds CFA and CRPS designations, personally reviews accounts and fee calculations, and the firm uses third‑party custodians with pre-billing and other safeguards around direct fee deduction.
Client services
Portfolio management
Expertise
Passive / index investing
Private / alternative investments
Fee options
$0 - $400,000: 1% $400,000 - $800,000: 0.90% $800,000 - $1,200,000: 0.80% $1,200,000 - $1,600,000: 0.70% $1,600,000+: 0.60%
Account minimum: $100,000
Main office location
Cheng Wealth Management, LLC
San Dimas CA, United States
Number of offices
1
Most active in
Cheng Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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