Shah Wealth Advisors, LLC
● SEC registered since 2026CRD 340644SEC# 801-135572Chino Hills, CA
Reg. AUM
—
Employees
8
Accounts
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Location
Chino Hills, CA
Shah Wealth Advisors, LLC assets under management
Shah Wealth Advisors, LLC is an SEC-registered investment adviser based in Chino Hills, CA. The firm has been registered since 2026. It employs 8 people.
Shah Wealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Icon Trust, LLC | Trustee Of The Nihar Shah Irrecovable Trust | 10-25% | 2025 |
| Kevin Min Kim | Chief Compliance Officer | Under 5% | 2026 |
| Nihar S Shah Control | Financial Advisor | 10-25% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Shah Wealth Advisors, LLC have?
Shah Wealth Advisors, LLC reports 8 employees.
Where is Shah Wealth Advisors, LLC located?
Shah Wealth Advisors, LLC is based in Chino Hills, CA and has been SEC-registered since 2026.
Does Shah Wealth Advisors, LLC disclose fund performance?
Shah Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14778 Pipeline Avenue, Suite a, Chino Hills, CA 91709 |
| Phone | 909-262-1430 |
| Office hours | 8:00 To 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 47%
More than 53% of 16,825 advisers