A complete list of active advisors currently associated with Cheng Wealth Management, LLC

Warmer can help you find a great advisor at Cheng Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cheng Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Timothy Cheng	San Dimas, CA	12

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