Arusha Wealth Limited Liability Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arusha Wealth Limited Liability Company is a newly formed advisory firm that offers an integrated ongoing financial planning and investment management service to individuals, including both non‑high‑net‑worth and high‑net‑worth households. Although categorized as an investment manager, the brochure reports no assets under management as of its effective date and the firm does not sponsor pooled investment vehicles or wrap programs.
The firm provides a coordinated process that begins with an initial written financial plan (typically delivered within 30 days after receiving required information) and continues with ongoing monitoring, structured meetings, and annual plan updates. Investment management is discretionary and implemented with a long‑term, diversified approach that blends passive and active funds and individual securities to align portfolios with each client’s plan and risk profile.
Notable operational features include the firm’s policy to deliver planning and investment advice only as a combined offering—declining engagements that seek standalone or one‑time planning—and its practice of presenting the planning and management components separately for transparency. The firm also does not custody client assets, does not accept sales commissions, and will not vote client proxies, and its stated client base of both non‑HNW and HNW individuals is uncommon for firms classified primarily as investment managers.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.80% annually $1,000,000 - $10,000,000: 0.40% annually $10,000,000+: 0.20% annually
Fee-only: Financial Planning Fees: $3,000 - $5,000 per year for accounts under $1 million, $10,000 per year for accounts $1 million and above (flat fee)
Main office
14801 Ronald W Reagan Boulevard, Apartment #4206
Leander TX 78641
Advisors at this office
1
Most active in
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 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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