We-Yu Chou
New Asset Investment Advisor · Milpitas, California
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.
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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 |
| Assets under management | $52.2M across 179 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2473767 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.new-assets.com |
How We-Yu's firm compares
- New Asset Investment Advisor's average account is about $292,000, from its Form ADV (assets managed divided by 179 accounts).
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Questions about We-Yu
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.
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
- New Asset Investment Advisor 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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