SHAH WEALTH ADVISORS

Overview

Shah Wealth Advisors is a limited liability company operating as an independent registered investment adviser. The firm was SEC-registered in 2026 and is positioned as a capital allocator: it intends to construct client portfolios using both in-house strategies and third‑party managers. Service offerings include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements. The firm is newly formed and does not present as an active ESG investor. It is not currently registered as a multi-state adviser, which suggests an initial focus on a single-state or limited regional client base. Shah Wealth Advisors also identifies itself as a capital allocator, signaling that alternative investments and external manager relationships will be a meaningful part of its investment construct rather than a pure wrap of mutual funds or model portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices