MY Advisors US LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MY Advisors US LLC is a newly formed SEC‑registered investment adviser that provides continuous portfolio management and investment advice to individuals, high‑net‑worth clients, trusts, charitable organizations, corporations and other institutional clients, and it also advises certain MY Advisors Advised Funds. In this initial Brochure the firm reports no regulatory assets under management, no clients, and no active advisors registered with the SEC.
The firm says it builds individualized investor profiles to establish objectives, time horizons and risk tolerance, and implements both discretionary and non‑discretionary mandates using fundamental, technical and cyclical analysis across strategies that include buy‑and‑hold, short‑term trading, short sales and margin. MY Advisors also describes a process for recommending, selecting and monitoring non‑affiliated third‑party investment advisers, assisting clients with adviser selection, setting restrictions and conducting at least quarterly performance reviews.
Distinctive aspects noted in the brochure include the firm’s practice of receiving compensation for client introductions to third‑party advisers (including sharing up to 50% of the third‑party adviser’s fee) and an acknowledgement that it may charge fixed fees for certain engagements in addition to asset‑based and performance‑based fees (with a described 20% performance fee structure for qualified accounts). The brochure also discloses that the firm advises its own private funds and that these advisory and referral arrangements can create conflicts of interest that the firm says it will disclose and monitor.
Client services
Expertise
Fee options
Fixed fees for certain advisory engagements, agreed in advance.
$0 - $99,999: 1.25% $100,000 - $249,999: 1.20% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.80% $2,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.60% $10,000,000 - $24,999,999: 0.50% $25,000,000 - $49,999,999: 0.40% $50,000,000 - $99,999,999: 0.35% $100,000,000+: 0.30%
Performance fees of 20% of net new profits charged to accredited and qualified clients with a high water mark and 3% hurdle rate.
Account minimum: $50,000 Minimum fee: Fixed fees for certain advisory engagements, agreed in advance and set forth in the advisory agreement. Fee-only: Advisory fees based on assets under management; fees may be negotiated; fixed fees possible for certain advisory services.
Main office
1721 Green Meadow Ave
Tustin CA 92780
Advisors at this office
6
Most active in
California
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.
Advisors at this firm
Xiliang Z
Series 63, Series 65
Tustin, CA
MY Advisors US LLC
Xiliang Zhou is an Investment Adviser Representative at MY Advisors US LLC with two years of industry experience. Prior to joining MY Advisors US, he worked at American Fundstars Financial Group LLC for two years and has held roles at Advantabuy LLC, Acuinsight Inc., and GF Securities. He holds Series 63 and Series 65 licenses. MY Advisors US LLC provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses fundamental, technical, and cyclical analysis across various strategies and offers both discretionary and non-discretionary mandates.
Siling P
Series 65
Tustin, CA
MY Advisors US LLC
Siling Pan is a financial advisor at MY Advisors US LLC with a Series 65 designation. Pan joined the firm in 2026 and has under one year of industry experience. Prior to entering the financial field, Pan attended the University of California, Los Angeles. MY Advisors US LLC is an SEC-registered investment adviser that provides portfolio management and investment advice to a variety of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm employs a range of strategies, including discretionary and non-discretionary mandates, and also offers services related to third-party adviser selection and monitoring.
Lingli Z
Tustin, CA
MY Advisors US LLC
Lingli Zhou is an advisor at MY Advisors US LLC with one year of experience. Prior to joining MY Advisors, Zhou worked at Universal North American Insurance Company and Universal State America, Inc., and spent six years at Village World Cultural Tourism Development. MY Advisors US LLC is an SEC-registered investment adviser that provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm utilizes fundamental, technical, and cyclical analysis across various strategies and also advises certain private funds.
Yuxin T
Series 65
Tustin, CA
MY Advisors US LLC
Yuxin Tian is a financial advisor at MY Advisors US LLC with two years of industry experience. Tian holds the Series 65 designation and previously worked at American Fundstars Financial Group LLC. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses fundamental, technical, and cyclical analysis across various investment strategies and also recommends and monitors third-party advisers.
Wenxuan Z
Series 65
Tustin, CA
MY Advisors US LLC
Wenxuan Zhu is a financial advisor at MY Advisors US LLC with two years of industry experience. Zhu holds a Series 65 designation and previously worked at American Fundstars Financial Group LLC and held various roles including research and academic positions. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional clients. The firm uses a range of strategies including fundamental, technical, and cyclical analysis and offers discretionary and non-discretionary mandates.
Hei Ming C
Series 65
Tustin, CA
MY Advisors US LLC
Hei Ming Chan is a financial advisor at MY Advisors US LLC with a Series 65 designation and over 11 years of experience in the securities industry, primarily with BOCI Securities Limited. He joined MY Advisors US LLC in 2026 after a year away from the industry. MY Advisors US LLC is a newly formed SEC-registered investment adviser that provides portfolio management and investment advice to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs fundamental, technical, and cyclical analysis across various strategies and also assists clients in selecting non-affiliated third-party advisers.
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