# Claire Cheng

> Claire Cheng is a fee-only financial advisor at ValueTech Private Advisors in Pomona, California. ValueTech Private Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** ValueTech Private Advisors
- **Based in:** Pomona, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Languages:** Chinese
- **Assets under management (firm):** $21.4M across 92 accounts
- **CRD:** 8044909 (https://adviserinfo.sec.gov/individual/summary/8044909)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.valuetechadvisors.com

## Frequently asked questions

### Is Claire Cheng a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Claire holds no broker registration, and ValueTech Private Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Claire charge for financial advice?

Claire's firm, ValueTech Private Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### What languages does Claire work in?

Besides English, ValueTech Private Advisors offers service in Chinese, according to its website.

### Where is Claire Cheng based?

Claire Cheng is based in Pomona, California.

### Is Claire Cheng registered with the SEC?

Yes. Claire Cheng is registered as an investment adviser representative in CA (CRD 8044909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ValueTech Private Advisors manage?

ValueTech Private Advisors reports $21.4M across 92 accounts in assets under management.

### How do I contact Claire Cheng?

Through Claire's website, www.valuetechadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8044909): 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://www.valuetechadvisors.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.