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Aaron Meir Shuchatowitz

Shucha Wealth Management LLC

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About Aaron Meir Shuchatowitz

Aaron Shuchatowitz is an investment advisor representative at Shucha Wealth Management LLC. Aaron has been in the industry since July 2021 and is registered with the state of California. Aaron has a Series 65 license. Aaron offers financial planning, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Aaron Shuchatowitz is currently registered with Shucha Wealth Management LLC. 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.

$9.38M

Assets Under Management

Not reported

Total Clients

1

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.

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Aaron Shuchatowitz’s Registration & Firm History

CA

07/30/2021 - Present

Shucha Wealth Management LLC (SHERMAN OAKS CA)

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Licenses & Designations

IA

Issued 06/04/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Meir Shuchatowitz.
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