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Shubham Acharya

Advisor at Ninja Wealth Advisors, LLC

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Ninja Wealth Advisors, LLC logo

Firm

Ninja Wealth Advisors, LLC

Location

Federal Way, WA

Credentials

Series 65

Industry experience

1 year

About

Shubham Acharya is the sole advisor at Ninja Wealth Advisors, LLC, an independent registered investment adviser based in Federal Way, WA. He holds a Series 65 designation and has one year of industry experience. In addition to his advisory role, Acharya works as a Systems Analyst for the U.S. Government. Ninja Wealth Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a combination of analytical methods to build long-term portfolios tailored to client goals and risk tolerance, maintaining a small client roster and a unique approach to trade execution and service delivery.

Client services

Based on Ninja Wealth Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Ninja Wealth Advisors, LLC

College savings (529s, UTMA, etc.) Life insurance needs analysis General retirement planning Debt management Passive / index investing

Fee options

Fixed

Fixed fees for financial planning range from $500 to $1,200 depending on complexity

Percentage

$0 - $500,000: 0.85% $500,001 - $1,000,000: 0.70% $1,000,001+: 0.50%

Project-based

$250 per hour for financial planning services

Location

Federal Way, WA

Most active in

Virginia · Washington

Work history

Ninja Wealth Advisors, LLC

2024 - Present (2 years)

U.S. Government

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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