Cheung Chan
Chemistry Wealth Management, LLC. · New York, New York
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.
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Specialties
Facts
| Firm | Chemistry Wealth Management, LLC. |
|---|---|
| Based in | New York, New York |
| Fee model | Ongoing planning fee |
| Assets under management | $1.26B across 1,970 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5550197 |
| Exams passed | Series 65 (2022) · Series 66 (2009) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | chemistrywealth.com |
How Cheung's firm compares
- Chemistry Wealth Management, LLC.'s average account is about $642,000, from its Form ADV (assets managed divided by 1,970 accounts).
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Questions about Cheung
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Chemistry Wealth Management, LLC. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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