Claire Cheng
ValueTech Private Advisors · Pomona, California
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.
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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 | $21.4M across 92 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8044909 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.valuetechadvisors.com |
How Claire's firm compares
- ValueTech Private Advisors's average account is about $233,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Claire
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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
- ValueTech Private Advisors 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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