Advisor at Mulberry Investors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Zhuohua Huang is a CFA charterholder and principal of Mulberry Investors LLC with five years of industry experience. He has worked at Indiana University Kelley School of Business since 2022 and previously spent five years with the Indiana Public Retirement System. Outside of his advisory role, he serves as chairman of Huang Associates LLC, a consulting and e-commerce business. Mulberry Investors LLC provides discretionary investment management primarily focused on U.S. and Greater China equities for individual and high-net-worth clients. The firm employs a value-oriented, concentrated strategy with a particular emphasis on Greater China markets, managing a small number of accounts through recommended custodians that facilitate trading in Hong Kong and Mainland China.
Flat annual fee of $1,000 per client
Account minimum: $100,000 Minimum fee: $1,000 annually per client Fee-only: Flat annual fee of $1,000 per client regardless of assets under management
Bloomington, IN
Indiana
Indiana University Kelley School of Business
2022 - Present (4 years)
Mulberry Investors
2019 - Present (7 years)
INDEPENDENT INVESTOR
2017 - Present (9 years)
Indiana Public Retirement System
2012 - 2017 (5 years)
Huang Associates LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Ellettsville, IN
Truell Financial LLC
Series 65
Bloomington, IN
Above & Beyond Investments, LLC
Series 65
Nashville, IN
Kinder Financial Services
Series 65
Bloomington, IN
Laughlin Financial LLC
Series 63, Series 66
Bloomington, IN
McAvoy Kemp Wealth Management, LLC
CFP®, PFS™, Series 66
Bloomington, IN
Laughlin Financial LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")