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Yuanyuan Che

Investment Adviser Representative at Austin Asset

Austin, TXCRD #6324854Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Yuanyuan Che is an investment adviser representative with Austin Asset in Austin, TX, where they have been registered since 2023. They have worked in the securities industry since 2019 and were previously registered with The Connemara Group, LLC. They are registered to provide investment advice in Texas.

Office

7200 N. Mopac, Suite 315
Austin, TX 78731

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Austin AssetCurrent
3/30/2023 – Austin, TX
THE Connemara Group, LLC
3/16/2018 – 6/9/2022Gaithersburg, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. The Connemara Group, LLC
    Jan 2018 – Jun 2022Rockville, MD
  2. The Connemara Group, LLC
    Jan 2017 – Jan 2018Rockville, MD
  3. Blue Ocean Global Wealth, LLC
    Oct 2016 – Jan 2017Rockville, MD
  4. Austin Asset
    Jun 2022 – no end date reportedAustin, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Austin Asset

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm's annual rate schedule by assets
  • Up to $7,500,0000.65%
  • $7,500,001 to $15,000,0000.40%
  • $15,000,001 to $25,000,0000.30%
  • Over $25,000,0000.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13
Offices listed on AdvisorFinder:
2
Main office:
Austin, TX
SEC file number:
801-32217

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 27, 2026

View full firm profile

Other advisors at Austin Asset

12 other advisors in the directory

View Austin Asset firm profile

Similar advisors in Austin, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Yuanyuan Che has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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