ZiJia Fu
IRC Wealth · Boston, Massachusetts
ZiJia Fu is a fee-only financial advisor at IRC Wealth in Boston, Massachusetts. IRC Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | IRC Wealth |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $666.7M across 1,076 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7504673 |
| Exams passed | Series 65 (2022) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.ircwealth.com |
How ZiJia's firm compares
- IRC Wealth's average account is about $620,000, from its Form ADV (assets managed divided by 1,076 accounts).
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Questions about ZiJia
Is ZiJia Fu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: ZiJia holds no broker registration, and IRC Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does ZiJia charge for financial advice?
ZiJia's firm, IRC Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is ZiJia Fu based?
ZiJia Fu is based in Boston, Massachusetts.
Is ZiJia Fu registered with the SEC?
Yes. ZiJia Fu is registered as an investment adviser representative in MA (CRD 7504673), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRC Wealth manage?
IRC Wealth reports $666.7M across 1,076 accounts in assets under management.
How do I contact ZiJia Fu?
Through ZiJia's website, www.ircwealth.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
- 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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