Shah Wealth Advisors, LLC
● SEC registered since 2026CRD 340644SEC# 801-135572Chino Hills, CA
Reg. AUM
$606.2M
Employees
7
Accounts
857
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 reports $606.2 million in regulatory assets under management and employs 7 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 |
| Nihar Shah Irrevocable Trust Dtd 12/19/2025 | Owner | 10-25% | 2026 |
| Siddharth Pravin Shah Control | Ceo, President And Senior Financial Advisor | Over 75% | 2026 |
Frequently asked questions
How much does Shah Wealth Advisors, LLC manage?
Shah Wealth Advisors, LLC reports $606.2 million in regulatory assets under management on its Form ADV.
How many employees does Shah Wealth Advisors, LLC have?
Shah Wealth Advisors, LLC reports 7 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
Regulatory AUMTop 43%
Larger than 57% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$606.2Mregulatory AUM
Discretionary $597.6MNon-discretionary $8.5M