Cheng Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cheng Wealth Management provides discretionary investment management, financial planning, and wealth management advice to individuals — including high-net-worth clients — and also serves pension and profit-sharing plans and trusts, indicating the firm works with corporate or business clients in addition to retail households. Services focus on investing in stocks, bonds, and alternative assets and are tailored to each client’s goals, resources, risk tolerance, and time horizon.
The firm’s investment approach centers on strategic asset allocation combined with enhanced indexing, emphasizing broad diversification through low-cost mutual funds, disciplined rebalancing, and portfolio structure driven by dimensions of expected return. Advice begins with a holistic assessment of a client’s financial picture and includes at least quarterly account reviews and written quarter-end reporting, with opportunistic rebalancing as needed.
Compared with many independent advisers, Cheng Wealth Management’s client mix notably includes pension and profit-sharing plans and trusts, a segment that is uncommon among peers. The principal holds CFA and CRPS designations, personally reviews accounts and fee calculations, and the firm uses third‑party custodians with pre-billing and other safeguards around direct fee deduction.
Client services
Expertise
Fee options
$0 - $400,000: 1% $400,000 - $800,000: 0.90% $800,000 - $1,200,000: 0.80% $1,200,000 - $1,600,000: 0.70% $1,600,000+: 0.60%
Account minimum: $100,000
Main office
San Dimas CA
Advisors at this office
1
Most active in
California
Also doing business as
Cheng Wealth Management LLC · Cheng Wealth Management, LLC · Cheng, Timothy
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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