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SHUYI KONG WEALTH MANAGEMENT, INC.
CRD 168953
475 EL CAMINO REAL, #410, MILLBRAE, CA, 94030, United States
Phone
415-806-1201
Fax
650-239-9128
Registration
— (—)
Source
State registered
Total AUM
$47.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $36.7M |
| High net worth individuals | 3 | $10.6M |
Official SEC filing: View on IAPD