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Shucha Wealth Management LLC

Headquartered in SHERMAN OAKS, CA

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Firm Information

Shucha Wealth Management LLC is an investment advisor registered with the SEC and has $9,384,163 in regulatory assets under management. The firm has 1 investment adviser representatives. Shucha Wealth Management LLC provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. The firm primarily serves high-net-worth individuals with 8 clients and individuals other than high-net-worth with 9 clients.

Shucha Wealth Management LLC

$9.38M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SHUCHA WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

SHERMAN OAKS, CA

Advisors at Shucha Wealth Management LLC

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Unclaimed
Aaron Meir Shuchatowitz

RA

SHERMAN OAKS, CA

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Disclosures

There are no public disclosures for Shucha Wealth Management LLC.

Frequently Asked Questions (6)

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