Taiwei Chang
Basalt Wealth · Woodside, New York
Taiwei Chang is a fee-only financial advisor at Basalt Wealth in Woodside, New York. Basalt Wealth reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Basalt Wealth |
|---|---|
| Based in | Woodside, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $500K across 14 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 7976951 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Taiwei's firm compares
- Basalt Wealth's average account is about $36,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Taiwei
Is Taiwei Chang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taiwei holds no broker registration, and Basalt Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Taiwei charge for financial advice?
Taiwei's firm, Basalt Wealth, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Taiwei Chang based?
Taiwei Chang is based in Woodside, New York.
Is Taiwei Chang registered with the SEC?
Yes. Taiwei Chang is registered as an investment adviser representative in NJ and NY (CRD 7976951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Basalt Wealth manage?
Basalt Wealth reports $500K across 14 accounts in assets under management.
How do I contact Taiwei Chang?
Contact details aren't on file yet. Search for Basalt Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New York
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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