Lu Yu has been an investment adviser representative at FamilyWealth Asset Management since April 2018, and is not listed among the firm’s executive officers or direct owners.
Familywealth Asset Management is a Lake Mary, FL firm with $177M under management, 421 clients and 3 advisers across 4 offices, as of its March 2026 filing.
- – present · 8 yearsLake Mary, FL · Adviser representative · Firm CRD 147869
Investment adviser representative registrations
Lu Yu is registered as an investment adviser representative in Texas, since April 2018.
- TexasSince 23 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 April 2018 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6940884
- Firm
- FamilyWealth Asset Management · CRD 147869
- Office
- 255 PRIMERA BLVD, SUITE 160, Lake Mary, FL 32746
- Registration
- Investment adviser registration
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Lu Yu work?
Lu Yu is an investment adviser representative registered through Familywealth Asset Management since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Lu Yu a financial advisor?
Yes. Lu Yu has a current investment-adviser registration in Texas, through FamilyWealth Asset Management since April 2018.
How many years of experience does Lu Yu have?
Lu Yu has 8 years in the financial industry, since April 2018, across 1 adviser firm.
What exams has Lu Yu passed?
Lu Yu passed the Series 65 in April 2018.
Where is Lu Yu based?
Lu Yu’s registered office is in Lake Mary, FL.
Is Lu Yu registered with FINRA?
No. Lu Yu has no current broker registration.
How can I verify Lu Yu’s record?
Search CRD 6940884 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lu Yu’s full registration record.