Fee-only adviser · Agoura Hills, CA
She Wealth Advisors LLC
She Wealth Advisors LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Agoura Hills, California. On its latest Form ADV, filed June 18, 2026, it reports $1.4M in regulatory assets under management, 8 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 337375 |
| Office | 5126 Clareton DR. Ste. 206 Agoura Hills, CA 91301 |
| Phone | (818) 517-1725 |
| Website | www.she-wealth.com |
| Regulatory assets under management | $1.4M |
| Individual clients | 8 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Agoura Hills
- Murapa Investments $5.0M
Nearby
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- Malibu 1 firm
- Westlake Village 26 firms
- West Hills 1 firm
- Woodland Hills 11 firms
- Thousand Oaks 13 firms
- Canoga Park 1 firm
- Simi Valley 6 firms
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