Merrill
44yrs
Top advisor by experience in Lake Mary
8yrs
Lu Yu
Financial advisor at Familywealth Asset Management
Lu Yu has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Lake Mary, Florida. Lu has been with Familywealth Asset Management since 2018. Familywealth Asset Management offers investment management and selecting outside investment managers and is paid through a percentage of assets and subscription fees.
One of 152 advisors with offices in Lake Mary, and one of 142 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office255 Primera Blvd Suite 160, Lake Mary, FL 32746
How the firm is paid ?Percent of assets, Subscription, Other
Typical client at the firm ?$301,094
Advisors at the firm4
States licensed ?1 state
Services through Familywealth Asset Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowFamilywealth Asset ManagementCurrent firm
Contact Lu
(866) 746-3743Familywealth Asset Management main office 255 Primera Blvd Suite 160Lake Mary, FL 32746Office · Get directions Firm websiteHTTP://WWW.familywealth.us
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Questions to ask Lu
Tailored to Lu’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lu
How do I contact Lu?
Call Familywealth Asset Management at (866) 746-3743 and ask for Lu Yu. Lu works from the Lake Mary, FL office.
How long has Lu been a financial advisor?
Lu has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Lu hold?
Series 65. Tap any license on this page to see what it allows.
Is Lu a fiduciary?
Lu is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lu paid?
Familywealth Asset Management reports being paid by a percentage of the assets they manage, subscription fees, other fees. Ask Lu for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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