Phuong Luong

JUST WEALTH LLC

Pittsfield, MA 01201

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CRD#: 6815665

Professional summary

Phuong Luong, CFP® is a registered financial advisor currently at JUST WEALTH LLC located in Pittsfield, Massachusetts.

Phuong is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Phuong has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Boston University Financial Planning Program, not investment-related, 25 Buick Street, Boston MA 02215, 10/2017, curriculum for online program, 40 hrs per week Morningstar, not investment-related, 22 W Washington St #7, Chicago, IL, 60602, Financial Services Company, contributing writer, 11/2020, Contributor, 2 hrs per month Robasciotti & Associates, Inc. d/b/a Adasina Social Capital, not investment-related, 548 Market Street, Suite 60335, San Francisco, CA 94104, 03/2023, Stewardship Circle Committee Member to advise on social justice issues, 4 hours, three times a year

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phuong Luong's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 4, 2023 - Present

JUST WEALTH LLC

Office #1: 82 Wendell Ave., Suite 100, Pittsfield, MA 01201

RIA

CRD#: 324593

Pittsfield, MA

Past

May 19, 2021 - February 16, 2024

SALTBOX FINANCIAL LLC

RIA

CRD#: 130882

Cambridge, MA

Past

February 7, 2020 - July 30, 2021

ADASINA SOCIAL CAPITAL

RIA

CRD#: 151411

SAN FRANCISCO, CA

Past

July 11, 2017 - June 18, 2021

JUST WEALTH

RIA

CRD#: 288938

Greensboro, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(1/17/2024)

IAR

Massachusetts
(5/4/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/31/2016

Uniform Investment Adviser Law Examination

Current Firm

JUST WEALTH LLC

CRD#: 324593 / SEC#:

Louisiana

Registered Investment Advisory firm - (1/17/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (5/4/2023 Approved)

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Contact information

Main Address

82 Wendell Ave., Suite 100, Pittsfield, MA 01201

Mailing Address

Phone number

(617) 804-1032

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 21,796,252

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Phuong Luong

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phuong Luong's CRS (Customer Relationship Summary).

Certified licenses

Experience

JUST WEALTH LLC

SALTBOX FINANCIAL LLC

ADASINA SOCIAL CAPITAL

JUST WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2016

Current Firm

JUST WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JUST WEALTH LLC

TRUST BUT VERIFY

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