# We-Yu Chou

> We-Yu Chou is a fee-only financial advisor at New Asset Investment Advisor in Milpitas, California. We-Yu charges hourly fees, a percentage of assets and a one-time planning fee.

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

## Facts

- **Firm:** New Asset Investment Advisor
- **Based in:** Milpitas, California
- **Fee model:** Hourly; Percentage of assets; One-time planning fee
- **Languages:** Chinese
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $52.2M across 179 accounts
- **CRD:** 2473767 (https://adviserinfo.sec.gov/individual/summary/2473767)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.new-assets.com

## Frequently asked questions

### Is We-Yu Chou a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: We-Yu holds no broker registration, and New Asset Investment Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does We-Yu charge for financial advice?

We-Yu charges hourly fees, a percentage of assets and a one-time planning fee.

### What languages does We-Yu work in?

Besides English, New Asset Investment Advisor offers service in Chinese, according to its website.

### Where is We-Yu Chou based?

We-Yu Chou is based in Milpitas, California.

### Is We-Yu Chou registered with the SEC?

Yes. We-Yu Chou is registered as an investment adviser representative in CA and TX (CRD 2473767), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does New Asset Investment Advisor manage?

New Asset Investment Advisor reports $52.2M across 179 accounts in assets under management.

### How do I contact We-Yu Chou?

Through We-Yu's website, www.new-assets.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2473767): 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.new-assets.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.