# Chwei-Guang Chiou

> Chwei-Guang Chiou is a fee-only financial advisor at Momentum Fintech in Lisle, Illinois. Momentum Fintech reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chwei-guang-chiou/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Momentum Fintech
- **Based in:** Lisle, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $7.3M across 41 accounts
- **CRD:** 2855207 (https://adviserinfo.sec.gov/individual/summary/2855207)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (2002), Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Chwei-Guang Chiou a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chwei-Guang holds no broker registration, and Momentum Fintech reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chwei-Guang charge for financial advice?

Chwei-Guang's firm, Momentum Fintech, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Chwei-Guang Chiou based?

Chwei-Guang Chiou is based in Lisle, Illinois.

### Is Chwei-Guang Chiou registered with the SEC?

Yes. Chwei-Guang Chiou is registered as an investment adviser representative in IL and TX (CRD 2855207), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Momentum Fintech manage?

Momentum Fintech reports $7.3M across 41 accounts in assets under management.

### How do I contact Chwei-Guang Chiou?

Contact details aren't on file yet. Search for Momentum Fintech.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2855207): 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

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