SHAH WEALTH ADVISORS, LLC
Doing business as SHAH WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$606,152,179
Discretionary
$597,638,986
Non-discretionary
$8,513,193
Firm details
- CRD number
- 340644
- SEC file number
- 801-135572
- Main office
- CHINO HILLS, CA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.