She Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,445,723
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$180,715
About
She Wealth Advisors provides discretionary investment management for high‑net‑worth individuals, families, and small institutions, and also offers financial coaching and education services to both clients and non‑clients. Its service mix includes portfolio management, retirement allocation guidance, and referrals to unaffiliated financial planning professionals for comprehensive plans.
The firm’s investment process combines fundamental, technical, and quantitative analysis with dynamic asset allocation and tactical overlays, using ETFs, U.S. equities, options, short positions, and, for qualified clients, limited use of leverage and futures; trades are implemented on a discretionary basis within any client‑imposed constraints. Risk management is addressed through options strategies, periodic rebalancing, and attention to tax implications in taxable accounts.
Noteworthy aspects that distinguish She Wealth from many peers are its regular educational newsletter and its one‑on‑one coaching/workshop offerings made available to non‑clients as well as clients, a mix of services that is relatively uncommon for firms in this category. The firm also documents referrals to third‑party advisers (with disclosure of any solicitor arrangements) and restricts cryptocurrency exposure to regulated ETPs, trusts, or futures rather than recommending direct purchases; it converted to an advisory business following a 2025 rebranding from a prior nonfinancial enterprise.
Client services
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Options & derivatives strategies
Tax-loss harvesting
Concentrated stock management
Private / alternative investments
Demographic focus
Values-based investing
Fee options
$0 - $500,000: 2.50% $500,001 - $1,000,000: 2.25% $1,000,001 - $2,000,000: 2.00% $2,000,001+: 1.50%
$200 per hour for coaching and educational sessions; $200 per hour for asset allocation guidance for retirement plans (rates negotiable)
Account minimum: $500,000 Minimum fee: One-time initial setup and onboarding fee up to $250 (negotiable) Fee-only: Advisory fees are fee-only; no commissions or sales-based compensation received.
Main office location
She Wealth Advisors LLC
21243 Ventura Blvd., #118
Woodland Hills CA 91364, United States
Number of offices
2
Most active in
She Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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