Shokohi Wealth Management Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Demographic focus
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
11020 South Pikes Peak Drive, Suite 324
Parker CO 80138
Advisors at this office
1
Most active in
Colorado
Disclosures
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Business activities & affiliations
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:
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Insurance agent
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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
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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.
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