Convoy Investments, LLC
Convoy Investments, LLC is an SEC-registered wealth manager with $261.6M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Convoy Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174969, SEC 801-81014, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $261.6M (2026-02-10)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 32
- CRD
- 174969
- Ownership
- WU, WENQUAN; WANG, HOWARD
How much AUM does Convoy Investments, LLC have?
Convoy Investments, LLC reported $261.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Convoy Investments, LLC?
Disclosed owners and executives of Convoy Investments, LLC include WU, WENQUAN, WANG, HOWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.