Disclaimer

WEBSITE CONTENT: All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wu Wealth Advisory, LLC (WWA) unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

REGISTRATION INFORMATION: Advisory services are offered through Wu Wealth Advisory, LLC, a registered investment advisor domiciled in the State of New York. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
WWA will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each investment advisor representative. You may obtain a copy of these disclosures on the SEC website at https://adviserinfo.sec.gov/Firm/299120 or you may contact us at (917) 868-3009 or by email at info@wuwealth.com to request a free hardcopy or in PDF format.

Who We Are

“Bill” Chien Hoong Wu has had over 14 years of experience as an advisor in personal finance, beginning with his position as a private banker at HSBC, working with high net worth individuals and families. He founded WWA owing to his strong belief that sound and unbiased financial advice should be accessible to everyone, regardless of age and income. Prior to wealth management, Bill led a team of analysts, advising C‑suite level executives at publicly traded companies on their investor relations endeavors.

Bill is an Investment Advisor Representative (IAR), Life, Health and Disability Insurance Agent in New York, a CFP® candidate and a member of Financial Planning Association of New York.

A graduate of Phillips Exeter Academy, Bill received his Bachelor of Science in Business from the Stern School of Business at New York University and his Master’s in Management from Keio University in Tokyo.

Being a native speaker of Mandarin as well as conversant in Japanese, Bill enjoys the diversity New York City offers—from discovering hidden eatery gems to enjoying an exhibit at the Rubin Museum of Art. His sense of community and desire to give back continues to keep him involved as a volunteer and supporter of the local Love Wins Food Pantry and the Asian Mentoring Committee of Big Brothers & Big Sisters.