Kucharo Wealth, LLC
● SEC registered since 2026CRD 329601SEC# 801-135608Charlotte, NC
Reg. AUM
$123.7M
Employees
2
Accounts
258
Location
Charlotte, NC
Kucharo Wealth, LLC assets under management
Kucharo Wealth, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2026. It reports $123.7 million in regulatory assets under management and employs 2 people.
Kucharo Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Alan Kucharo Control | Ceo And Cco | Over 75% | 2024 |
Frequently asked questions
How much does Kucharo Wealth, LLC manage?
Kucharo Wealth, LLC reports $123.7 million in regulatory assets under management on its Form ADV.
How many employees does Kucharo Wealth, LLC have?
Kucharo Wealth, LLC reports 2 employees.
Where is Kucharo Wealth, LLC located?
Kucharo Wealth, LLC is based in Charlotte, NC and has been SEC-registered since 2026.
Does Kucharo Wealth, LLC disclose fund performance?
Kucharo Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1422 South Tryon Street, Suite 300, Charlotte, NC 28203 |
| Phone | 704.251.9550 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.7MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$123.7Mregulatory AUM
Discretionary $123.7M