A complete list of active advisors currently associated with Shucha Wealth Management LLC
Warmer can help you find a great advisor at Shucha Wealth Management LLC or one who fits your needs even better.
The firm provides ongoing discretionary portfolio management and financial planning for individual and high‑net‑worth clients, managing approximately $12.6 million across 19 client relationships. As with many independent advisers, it develops individualized investment policy statements and focuses on mutual funds, ETFs (including precious‑metal ETFs), equities, REITs and fixed‑income securities such as TIPS. Investment decisions are guided by modern portfolio theory and a long‑term trading approach, with documented risk tolerances and tailored investment plans used to implement client objectives. Accounts are reviewed at least quarterly, and financial planning engagements are typically delivered as one‑time plans with additional services available by agreement. Noteworthy for this firm is its public financial education activity: the firm’s principal co‑founded an education platform that produces articles, courses, webinars and paid programs, and the adviser offers seminars and workshops—an uncommon practice among peers. The brochure also discloses limited no‑fee UTMA custodial activity for immediate‑family minor accounts and the firm’s use of institutional custodial platforms (Schwab Institutional or Interactive Brokers) to support execution and research access.
To learn more about the advisors currently working at Shucha Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sherman Oaks, CA
| 4
|
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