Investment adviser representative · Upstart Wealth Management, LLC
Yoo Chung Chang
CRD 8047646 · Chicago, IL
At a glance
Yoo Chung Chang is an investment adviser representative with Upstart Wealth Management, LLC in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Yoo Chung’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Upstart Wealth Management, LLCSince March 2025Chicago, IL · $386M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Yoo’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Upstart Wealth Management, LLC
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- Youxi LiuEast Haddam · Certified Financial Planner, Personal Financial Specialist
- Michael A. PowsnerNew York · Certified Financial Planner, Personal Financial Specialist
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