Cheng Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,558,289
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$1,323,481
About
Cheng Wealth Management, LLC provides discretionary investment management alongside financial planning and wealth-management advice to individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm works with a small client base and is compensated on an assets-under-management basis.
The firm’s investment approach centers on strategic asset allocation and enhanced indexing across stocks, bonds, and alternative assets, with an emphasis on broad diversification, low-cost mutual funds, and portfolio structure driven by “dimensions of expected return.” Accounts are monitored at least quarterly and are rebalanced periodically or opportunistically to maintain target allocations.
What distinguishes this firm from many solo independent advisers is its acceptance of corporate-type clients (pension and profit-sharing plans) in addition to individual clients, and its explicit use of enhanced indexing and alternative assets within modestly sized managed portfolios. The firm is led by a credentialed principal with prior institutional research experience and provides mutual fund research support to another registered adviser, while maintaining direct-fee custodial arrangements and regular written reporting to clients.
Client services
Expertise
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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