S
Shucha Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,608,216
Clients
19
42% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage account size
$663,590
About
The firm provides ongoing discretionary portfolio management and financial planning for individual and high‑net‑worth clients, managing approximately $12.6 million across 19 client relationships. As with many independent advisers, it develops individualized investment policy statements and focuses on mutual funds, ETFs (including precious‑metal ETFs), equities, REITs and fixed‑income securities such as TIPS.
Investment decisions are guided by modern portfolio theory and a long‑term trading approach, with documented risk tolerances and tailored investment plans used to implement client objectives. Accounts are reviewed at least quarterly, and financial planning engagements are typically delivered as one‑time plans with additional services available by agreement.
Noteworthy for this firm is its public financial education activity: the firm’s principal co‑founded an education platform that produces articles, courses, webinars and paid programs, and the adviser offers seminars and workshops—an uncommon practice among peers. The brochure also discloses limited no‑fee UTMA custodial activity for immediate‑family minor accounts and the firm’s use of institutional custodial platforms (Schwab Institutional or Interactive Brokers) to support execution and research access.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Fee options
Fixed fees or ongoing retainer fees for financial planning may be offered based on scope and complexity.
$0 - $10,000,000: 1.00% $10,000,001+: 0.50%
Financial planning services billed at $300 per hour with a minimum engagement of three hours.
Fee-only: Financial planning fees billed hourly at $300 per hour (minimum 3 hours), fixed fees or ongoing retainers may be offered based on engagement.
Main office location
Shucha Wealth Management LLC
13743 Ventura Boulevard, #280
Sherman Oaks CA 91423, United States
Number of offices
1
Most active in
Shucha Wealth Management 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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