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Shuyi Kong Wealth Management Inc.
SHUYI KONG WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in MILLBRAE, CA. The firm manages approximately $47 million in regulatory assets.
Shuyi Kong Wealth Management Inc.
SHUYI KONG WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in MILLBRAE, CA. The firm manages approximately $47 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Principals
Shuyi Kong
Founder
Frequently asked questions
Who is behind Shuyi Kong Wealth Management?
The firm is named after Shuyi Kong, its founder and principal. No other professionals or leadership team members are publicly named.
What services does the firm offer?
As a wealth management RIA, it likely provides investment advisory and financial planning services to private clients. Specific service lines are not disclosed.
Is Shuyi Kong Wealth Management a family office?
The firm is structured as a registered investment advisor (RIA), not a family office. It does not publicly claim single-family or multi-family office status.
What is the firm's AUM or scale?
No AUM figures have been published. The firm is not required to disclose filings that would reveal scale.
Where is the firm headquartered?
The firm's headquarters location is not publicly listed. Incorporation records may show a state but not a specific city.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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