Fee-only adviser · Sherman Oaks, CA
Shucha Wealth Management LLC
Shucha Wealth Management LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in Sherman Oaks, California. On its latest Form ADV, filed March 23, 2026, it reports $13M in regulatory assets under management, 19 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 | 315690 |
| Office | 13743 Ventura Boulevard #280 Sherman Oaks, CA 91423 |
| Phone | (818) 538-9021 |
| Website | Not listed |
| Regulatory assets under management | $13M |
| Individual clients | 11 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 23, 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 provides financial planning services, not only portfolio management.
- 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 Sherman Oaks
- Highline Wealth Partners $868M
- Billfold Budget Counseling Not reported
- Mostt Inc. $254K
- Davidson Kahn Capital Management, LLC $415M
- Katam Hill LLC $42M
- KB Private Wealth Management Group $8.5M
See all 7 fee-only advisers in Sherman Oaks →
Nearby
- Encino 9 firms
- Van Nuys 1 firm
- Studio City 2 firms
- 8605 Santa Monica Boulevard 53781 1 firm
- West Hollywood 1 firm
- Beverly Hills 20 firms
- Northridge 1 firm
- Burbank 7 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Shucha Wealth Management LLC? Update this listing.