Investment adviser · CRD 170362

CHUNG WU INVESTMENT GROUP, LLC

Investment adviser filing (IA)

SUGAR LAND, TX, United States · Form ADV filed Apr 10, 2026

Regulatory AUM
$147M
Form ADV · Item 5.F
Client accounts
215
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals66$109,572,09874.3%
Pooled investment vehicles34$29,732,82920.2%
Individuals27$8,173,6785.5%
Filing source

Form ADV 2093687 · Apr 10, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CWIG TOTAL RETURN FUND, LLCPrivate Equity Fund · Last reported Apr 10, 2026$29.7MGross asset value

Form D fundraising filings

CWIG TOTAL RETURN FUND, LLC

Auditor RBSM LLP MCLEAN, Virginia, United States
Custodian RAYMOND JAMES & ASSOCIATES, INC. ST. PETERSBURG, Florida, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

RBSM LLP
PCAOB 587

RAYMOND JAMES & ASSOCIATES, INC.
SEC 8-10999

Fund details & source
Fund ID
805-3679084696
Reported beneficial owners
34
Minimum commitment
$134K
Form D file number
021-248117

Form ADV 2093687 · Apr 10, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 10, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1415 LAKE POINTE PARKWAY
SUGAR LAND, TX, 77478, United States

CRD 170362

Filing source

Form ADV 2093687 · Apr 10, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.