Bhuta Wealth Management, LLC

Overview

Bhuta Wealth Management, LLC is an independent registered investment adviser serving individual and family clients with a fee-for-assets model. The firm focuses on financial planning and portfolio management for individuals and small businesses, operating as an owner-led limited liability company. Its advisory activity is delivered primarily on a non-discretionary basis, meaning client approval is required for investment changes rather than the firm exercising full trading authority. Investment preferences skew toward equities, with an explicit emphasis on exchange-traded instruments. The firm does not position itself as a capital allocator or pension consultant and is not an active proponent of ESG investing. Given its client base and business model, Bhuta Wealth Management appears to pursue cost-efficient, liquid exposures suitable for individually managed accounts, using third-party vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices