Katherine Woo
Angel Light Capital · Forest Hills, New York
Katherine Woo is a fee-only financial advisor at Angel Light Capital in Forest Hills, New York, who holds the CFA credential. Katherine charges a percentage of assets, hourly fees and an ongoing planning fee (1%–1.5% a year of assets managed and a $500,000 asset minimum).
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Facts
| Firm | Angel Light Capital |
|---|---|
| Based in | Forest Hills, New York |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee |
| Fees (firm's website) | 1%–1.5% a year of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $582K across 5 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 6588975 |
| Exams passed | Series 63 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.angellightcapital.com |
| Profile |
How Katherine's firm compares
- Angel Light Capital's average account is about $116,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Katherine
Is Katherine Woo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Angel Light Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Katherine charge for financial advice?
Katherine charges a percentage of assets, hourly fees and an ongoing planning fee.
How much does Katherine charge?
According to Angel Light Capital's website, checked October 30, 2026: 1%–1.5% a year of assets managed; a $500,000 asset minimum.
Where is Katherine Woo based?
Katherine Woo is based in Forest Hills, New York.
What credentials does Katherine Woo hold?
Katherine Woo holds the CFA credential.
Is Katherine Woo registered with the SEC?
Yes. Katherine Woo is registered as an investment adviser representative in NY (CRD 6588975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Angel Light Capital manage?
Angel Light Capital reports $582K across 5 accounts in assets under management.
How do I contact Katherine Woo?
Through Katherine's website, www.angellightcapital.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
- Angel Light Capital 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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