A complete list of active advisors currently associated with New Assets Investment Advisors LLC

Warmer can help you find a great advisor at New Assets Investment Advisors LLC or one who fits your needs even better.

The firm serves individual and high‑net‑worth clients, managing about $52 million across roughly 90 accounts and providing discretionary portfolio management and financial planning. It also assists with held‑away defined contribution participant accounts through a third‑party platform, and offers advisory work related to insurance products and real‑estate‑focused investments upon client request. The firm’s investment process centers on individualized multi‑asset allocations that divide portfolios into growth, income, and diversifying components, with periodic reviews and rebalancing to reflect market conditions and client risk tolerances. It uses third‑party tools to review and rebalance connected retirement plan accounts and supplements portfolio services with educational offerings and occasional speaking engagements. Distinctive features include the availability of performance‑based fee arrangements for eligible clients, and a stated capability to perform formal due diligence on real‑estate alternatives such as REITs, 1031 exchanges, Delaware Statutory Trusts, and Opportunity Zone Funds on a project basis. The firm also delivers paid educational seminars/workshops and plans to advertise in Chinese, reflecting an emphasis on outreach and specialized alternative‑investment work uncommon among solo independent advisers.

To learn more about the advisors currently working at New Assets Investment Advisors 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
We Yu Chou	Milpitas, CA	13

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