Chwei-Guang Chiou
Momentum Fintech · Lisle, Illinois
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.
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Facts
| Firm | Momentum Fintech |
|---|---|
| Based in | Lisle, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $7.3M across 41 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 2855207 |
| Exams passed | Series 63 (2002) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Chwei-Guang's firm compares
- Momentum Fintech's average account is about $179,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Chwei-Guang
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.
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
- 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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