Shokohi Wealth Management Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Shokohi Wealth Management, LLC provides divorce-focused financial planning and related advisory services to individuals undergoing divorce, widowhood, retirement, or other family-status transitions. The firm works with clients and their attorneys on pre‑ and during‑divorce financial disclosures, settlement analysis, budgeting, and post‑divorce financial planning and monitoring.
The firm emphasizes individualized, tax‑aware analyses and creative problem solving for complex settlement issues—such as treatment of stock options, valuation of closely held businesses, and after‑tax settlement comparisons—and tailors strategies to each client’s circumstances. Rather than charging percentage‑of‑assets fees, the adviser bills on an hourly basis and through bundled planning packages, and it does not take custody of client assets or exercise discretionary trading authority.
Noteworthy for an investment‑manager‑category firm, the principal is also a registered representative of an unaffiliated broker‑dealer and may offer securities and insurance products through that arrangement, a relationship the brochure discloses as a potential source of commission compensation. The firm reported no assets under management at filing, maintains a Code of Ethics and information‑security program, and uses a paid consumer listing service for referrals; clients are not required to purchase recommended products through the broker‑dealer.
Client services
Financial planning
Divorce planning
Expertise
Divorce financial planning
Cash flow / budgeting
General estate planning guidance
Demographic focus
Widow/Widower
Divorced
Fee options
Package 1: $1,500 (up to 6 hours, one in-person appointment); Package 2: $2,000 - $2,500 (up to 10 hours, two in-person appointments); Package 3: $2,500 - $3,000 (up to 14 hours, two in-person appointments); Package 4: $2,000 (up to 10 hours, does not include packages 1-3)
$195 per hour for pre- and during divorce planning services
Fee-only: Hourly rate of $195 for pre- and during divorce planning services; Fixed fee packages ranging from $1,500 to $3,000 for divorce planning services
Main office location
Shokohi Wealth Management Group LLC
11020 South Pikes Peak Drive, Suite 324
Parker CO 80138, United States
Number of offices
1
Most active in
Shokohi Wealth Management Group LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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