Cuong Vu

Current Employers

Employment History

• 10/2025 → Present
  Encompass More Asset Management Llc
  Danville, CA
• 01/2021 → Present
  Diamond Care Management Llc
  Suwanee, GA
• 01/2021 → 06/2025
  Usaa
  Suwanee, GA
• 04/2015 → 10/2020
  Kpmg
  Suwanee, GA

Other Businesses

(1) Diamond Care Management LLC; not investment-related; 4065 Flagstaff Dr, Suwanee GA 30024; Nature of Business: Home Healthcare; CEO; Start Date: 01/01/2022; Weekly hours: 40; Role: managing the business. (2) AgencyFI Consortium; not investment-related; 294 Main St, Suite 500, Alpharetta GA 30009; Financial Services business; Title: Insurance Agent; Start Date: 06/03/2025; Weekly hours; 20; Role: Selling Medicate and ACA insurance. (3) Vu Financial Consultancy LLC; not investment-related; 4065 Flagstaff Dr, Suwanee, GA 30024; Tax preparation firm; Owner; start date 02/15/2026; I devote 4 hours per week to this business; zero hours during securities trading hours. My duties include assisting clients with filing their federal and state income tax returns. (4) LegacyFI LLC; not investment-related; 294 S. Main St. Ste 600, Alpharetta, GA 30009, Estate Planning business; Start Date: 12/19/2025; Preparer; I devote one hour per week to this business; zero hours during securities trading hours. As a preparer, I guide clients to fill in the information to complete the estate planning. In addition, I sometimes will assist translation from English to Vietnamese. (5) Notary Public for the state of Georgia. Not investment-related; Start date: 11/12 2025. I devote 15 hours per week to this activity. Zero hours during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-30

Other Names

• Chuck Vu