Youya Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Youya Wealth LLC offers discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses, and states a standard account minimum that may be waived. However, the firm reported no assets under management and no clients as of April 2026.
The firm frames portfolios around an asset-allocation approach informed by Modern Portfolio Theory and uses a mix of passive and active vehicles, mutual funds and ETFs, and may engage Outside Managers when appropriate. Youya also implements direct indexing and can allocate client assets to separately managed account strategies that may employ long/short positions, options, and margin, and it generally operates under discretionary trading authority with periodic account reviews.
A distinctive feature disclosed in the brochure is the firm’s affiliation with Youya Law: one principal owns the law practice and the other is employed there, and the firms acknowledge financial incentives and potential conflicts when referring clients between advisory and legal services; legal services are offered separately and may be discounted in some cases. The firm is newly formed, maintains a two-advisor structure, operates on a fee-only AUM model, and combines on‑tape planning with access to more specialized investment techniques and an in‑house legal relationship — a combination that is uncommon among similar supported firms.
Client services
Expertise
Fee options
Fixed fees ranging from $5,000 to $20,000 for project-based financial planning
$0 - $3,000,000: 1% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.5% $10,000,001+: 0.2%
$500/hour
Account minimum: $1,000,000 Fee-only: Fee-only firm, compensation solely from Clients, no commissions or sales-related compensation
Main office
See officeDix Hills NY
Advisors at this office
1
Most active in
California · New York
Also doing business as
Youya Wealth · Youya Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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
Advisors at this firm
Shihui N
CFP®
Oak Park, CA
Youya Wealth
Shihui Nelson is a CFP® professional with one year of experience in financial advising at Youya Wealth. Prior to joining Youya Wealth, Nelson held roles at Taurus Financial, Tseng & Associates, Corning Inc., John G. Ullman & Associates, Inc., and Pearce & Gordon LLP. Nelson is also employed at Youya Law. Youya Wealth LLC provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach informed by Modern Portfolio Theory, combining passive and active investment vehicles and offering access to separately managed accounts and legal services through its affiliation with Youya Law.
Borui Z
CFP®, Series 66, Series 63
Dix Hills, NY
Youya Wealth
Borui Zhang is a CFP® with nine years of industry experience and currently serves as an advisor at Youya Wealth. Prior to joining Youya Wealth, Zhang held roles at LPL Financial, Taurus Financial, Charles Schwab, TD Ameritrade, Scottrade, and National Life Group. Youya Wealth provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach based on Modern Portfolio Theory and integrates both passive and active investment vehicles, with additional access to specialized strategies and in-house legal services.
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