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They include 66 high-net-worth individuals, 34 pooled investment vehicles and 27 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Chung Wu Investment Group offer?","answer":"Chung Wu Investment Group provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Chung Wu Investment Group charge?","answer":"Chung Wu Investment Group charges up to 1.25% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 10 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Chung Wu Investment Group use?","answer":"Chung Wu Investment Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $147M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Chung Wu Investment Group have?","answer":"Chung Wu Investment Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Chung Wu Investment Group invest in?","answer":"At the end of its last fiscal year, Chung Wu Investment Group’s separately managed accounts held 80% exchange-traded equities, 12% cash and equivalents, 7% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Chung Wu Investment Group have a minimum investment?","answer":"Yes, Chung Wu Investment Group’s minimum account size for its Asset Management is $250K.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 10 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Chung Wu Investment Group?","answer":"Chung Wu Investment Group’s direct owner is Chung Wu (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Chung Wu Investment Group get paid?","answer":"Chung Wu Investment Group is paid through a percentage of assets under management. 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