# Cheung Chan

> Cheung Chan is a fee-only financial advisor at Chemistry Wealth Management, LLC. in New York, New York. Cheung charges an ongoing planning fee and focuses on equity compensation, small business owners and family wealth transfer.

Page: https://find.wellspent.co/advisors/cheung-chan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chemistry Wealth Management, LLC.
- **Based in:** New York, New York
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $1.26B across 1,970 accounts
- **Specialties:** Equity compensation, Small business owners, Family wealth transfer, Retirement planning
- **CRD:** 5550197 (https://adviserinfo.sec.gov/individual/summary/5550197)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2022), Series 66 (2009)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://chemistrywealth.com

## Frequently asked questions

### Is Cheung Chan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cheung holds no broker registration, and Chemistry Wealth Management, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Cheung charge for financial advice?

Cheung charges an ongoing planning fee.

### Where is Cheung Chan based?

Cheung Chan is based in New York, New York.

### What does Cheung specialize in?

Cheung's specialties include equity compensation, small business owners, family wealth transfer and retirement planning.

### Is Cheung Chan registered with the SEC?

Yes. Cheung Chan is registered as an investment adviser representative in NY (CRD 5550197), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chemistry Wealth Management, LLC. manage?

Chemistry Wealth Management, LLC. reports $1.26B across 1,970 accounts in assets under management.

### How do I contact Cheung Chan?

Through Cheung's website, chemistrywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5550197): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://chemistrywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.