Shlecter Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shlecter Wealth Management provides financial planning and consulting services to individuals, families, charitable organizations, and businesses, delivering written financial plans or consultations tailored to clients’ goals and circumstances. The firm does not provide asset management or custody services and reported managing no regulatory assets as of December 31, 2025.
The firm’s advisory work is focused on providing general investment advice rather than discretionary account management, employing a mix of fundamental and technical analysis (including charting and cyclical analysis) supported by a proprietary security-evaluation process. Its stated investment orientation targets a blended benchmark of the S&P 500 and 10‑year U.S. Treasuries and prioritizes moderate equity exposure with higher-yield and hard-asset positions such as REITs, MLPs, covered calls, and structured notes.
Unlike most firms in the investment-manager category, Shlecter Wealth Management bills on an hourly or flat-fee basis instead of using percentage‑of‑assets‑under‑management fees. The firm also discloses that it no longer offers in‑house asset management, its principal has registered with Pasadena Private Wealth (CRD# 295178) to provide asset management through another adviser, and SWM limits its services to planning and consulting without custody, proxy voting, or ongoing account management unless separately engaged.
Client services
Expertise
Fee options
Flat fees generally range from $5,000 and up
$400 - $600 per hour
Account minimum: $5,000 Minimum fee: Minimum fee of $5,000 for written financial plans Fee-only: Hourly fees of $400 - $600 per hour, flat fees generally starting at $5,000 and up
Main office
Beverly Hills CA
Advisors at this office
1
Most active in
California
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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