Shidoosh Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,452,494
Total clients
9
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$1,383,610
About
Shidoosh Wealth Management LLC provides discretionary and non‑discretionary investment management, financial planning, and retirement‑plan advisory services to individuals, high‑net‑worth clients, trusts, estates and business entities. The firm manages approximately $12.45 million across a small number of client relationships and also sponsors a wrap‑fee program.
The firm constructs portfolios using mutual funds, ETFs and allocations to independent managers, and offers access to structured products, privately placed securities and other alternative investments when appropriate. It uses third‑party platforms to manage held‑away participant accounts and, in certain strategies, may employ borrowing or margin in separately managed accounts.
Noteworthy differences from many independent advisers include its role as a wrap‑fee sponsor and its provision of ERISA 3(21) retirement‑plan consulting, both of which are less common among peers. The firm’s managing member operates an affiliated insurance agency and sells commissionable insurance products (devoting roughly half of their time to that activity), a relationship disclosed in the brochure along with the firm’s stated conflict‑management measures.
Client services
Expertise
Occupation focus
Fee options
$1,000 to $10,000 for financial planning, negotiable
$0+: 1.25% annually $0+: 0.10% to 1.50% annually (Independent Manager Fees)
Main office location
Shidoosh Wealth Management LLC
Thousand Oaks CA, United States
Number of offices
1
Most active in
California · Florida · Idaho · South Dakota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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