Youhe Advisors Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 289259
· New York, NY
· WWW.YOUHEINVEST.COM
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ADV data as of Dec 03, 2025
- Regulatory AUM
- $252K
- Discretionary
- $252K
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $120K | 47.6% |
| Corporations and other businesses | Fewer than 5 clients | $132K | 52.4% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Qin Zhang | Registered representative | CFA | Feb 2023 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/03/2025 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • SMALL INCIDENTAL TRANSACTION FEES ON CERTAIN PURCHASE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 03, 2025.
View current Form ADV (SEC/IAPD) ↗