Shah Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$593,049,436
Clients
140
Advisors
4
of 7 employees
About
Shah Wealth Advisors provides personalized financial planning and discretionary and non‑discretionary investment advisory services to a broad set of clients, including individuals, high‑net‑worth clients, family offices, trusts, private foundations, donor advised funds, corporations and qualified retirement plans. The firm also offers retirement‑plan consulting and may recommend or place assets with unaffiliated external managers as part of a client’s overall program.
The firm tailors portfolios to each client’s goals, risk tolerance, time horizon and tax situation and describes a long‑term, fundamental‑analysis approach to portfolio construction. Investment allocations emphasize mutual funds, ETFs and individual equities but explicitly allow for alternatives when suitable—such as REITs, private funds, 1031 Delaware Statutory Trusts, structured notes, direct indexing and private credit—and financial planning is typically provided alongside investment management.
Notable features in the brochure include the firm’s use of an outside compliance provider (the Chief Compliance Officer contact is listed with a Dinsmore Compliance Services address) and representatives who, in their individual capacities, are registered with Leaders Group and licensed to sell insurance, arrangements the firm discloses can create commission or referral conflicts. The firm also reports being newly registered while overseeing over $600 million in discretionary and non‑discretionary assets and discloses Schwab‑provided startup and custodial support as part of its operating relationships.
Client services
Expertise
Occupation focus
Fee options
$0 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.70% $10,000,000 - $14,999,999: 0.60% $15,000,000 - $49,999,999: 0.50% $50,000,000+: 0.40%
Some advisory persons earn commissions from insurance products sales separate from advisory fees.
Fee-only: Fixed fees ranging from $3,500 to $20,000 depending on complexity for financial planning services; fees charged monthly, quarterly, or in full upon delivery.
Main office
14778 Pipeline Avenue, Suite A
Chino Hills CA 91709
Advisors at this office
4
Most active in
California
Also doing business as
Clancy Wealth Advisors · Clancy Wealth Advisors LLC · Shah Wealth Advisors · Shah Wealth Advisors, LLC
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.
Advisors at this firm
Nihar S
Series 63, Series 65
Chino Hills, CA
Shah Wealth Advisors
Nihar Shah is a financial advisor at Shah Wealth Advisors with Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Ameriprise, Capital Group, and Fidelity Investments. Shah Wealth Advisors offers personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and qualified retirement plans. The firm employs a long-term, fundamental-analysis approach and incorporates a range of investment options such as mutual funds, ETFs, individual equities, and alternatives tailored to each client’s goals and risk profile.
Maria O
Series 66
Chino Hills, CA
Shah Wealth Advisors
Maria Ojeda Partida is a financial advisor at Shah Wealth Advisors with three years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise for 15 years. Shah Wealth Advisors provides personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm employs a long-term, fundamental analysis approach to portfolio construction, tailoring allocations to client goals and risk tolerance with a range of investment options including mutual funds, ETFs, individual equities, and suitable alternatives.
Siddharth S
Series 63
Chino Hills, CA
Shah Wealth Advisors
Siddharth Shah is a financial advisor at Shah Wealth Advisors with 29 years of industry experience. He holds a Series 63 designation and previously worked at Ameriprise Financial Services from 2005 to 2026. Outside of advisory work, he owns a small commercial property through an LLC and operates an independent insurance brokerage. Shah Wealth Advisors provides personalized financial planning and both discretionary and non-discretionary investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm uses a long-term, fundamental analysis approach to portfolio construction and incorporates a range of investment vehicles tailored to client goals and risk tolerance.
Arpy R
CFP®, Series 63
Chino Hills, CA
Shah Wealth Advisors
Arpy Raval is a CFP® with 11 years of industry experience, currently serving at Shah Wealth Advisors. Prior to joining Shah Wealth Advisors in 2026, Arpy worked at Ameriprise, LPL Financial, NATIONAL PLANNING CORPORATION, and AR Financial Planning. Shah Wealth Advisors offers personalized financial planning and investment advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, and corporations. The firm employs a long-term, fundamental-analysis approach to portfolio construction, utilizing a range of investment vehicles tailored to each client’s goals and risk tolerance.
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