Bhuta Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bhuta Wealth Management works primarily with individual and high‑net‑worth clients, providing ongoing portfolio management and financial planning. The firm customizes an investment program for each client rather than using model portfolios, tailoring recommendations to clients’ stated restrictions, goals, and risk tolerance.
The firm documents client objectives in an Investment Policy Statement delivered through close client interaction and regular portfolio monitoring, and uses charting, fundamental, and technical analysis to inform allocations. Investment strategies described in the brochure include long‑ and short‑term trading and options writing (including covered and uncovered strategies), and client accounts are managed on a non‑discretionary basis so clients retain trading authority.
Notable for its peer group, the firm reports managing assets without discretionary authority (the brochure lists $12,000,000 as non‑discretionary and $0 discretionary as of December 31, 2017), a practice that is uncommon among similar supported firms. The brochure also highlights a preference for E*TRADE custody, the inclusion of alternative vehicles such as hedge funds, REITs and annuities in its investable universe, and that the firm’s management is licensed to recommend insurance and annuity products.
Client services
Expertise
Fee options
Financial planning fees range from $500 to $2,000 depending on complexity
1.00% annually
$250 per hour
Main office
Coral Springs FL
Advisors at this office
2
Most active in
Florida
Also doing business as
Bhuta Wealth Management LLC · Bhuta Wealth Management, LLC · Mahesh Bhuta
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
Advisors at this firm
Mahesh B
Series 65
Coral Springs, FL
Bhuta Wealth Management, LLC
Mahesh Bhuta is the managing member of Bhuta Wealth Management, LLC in Coral Springs, Florida, holding a Series 65 designation with 14 years of industry experience. He has led Bhuta Wealth Management since 2011 and also operates as an independent insurance agent, offering life insurance, long-term care, and fixed and indexed annuities. Bhuta Wealth Management primarily serves individual and high-net-worth clients, providing customized portfolio management and financial planning. The firm emphasizes tailored investment programs, non-discretionary account management, and incorporates a range of strategies including long- and short-term trading and options writing.
Amrish B
Series 63, Series 65
Coral Springs, FL
Bhuta Wealth Management, LLC
Amrish Bhuta is a financial advisor at Bhuta Wealth Management, LLC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Bhuta Wealth Management since 2017, following two years at Wealthscope Consulting LLC. Bhuta Wealth Management primarily serves individual and high-net-worth clients, offering customized portfolio management and financial planning. The firm emphasizes tailored investment programs based on clients’ goals and risk tolerance, managing accounts on a non-discretionary basis and incorporating a range of strategies including long- and short-term trading and options writing.
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