SHUCHA WEALTH MANAGEMENT LLC

Overview

Shucha Wealth Management LLC is a small, owner-run independent registered investment adviser organized as an LLC that focuses on individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its business model combines percentage-of-AUM billing with hourly and fixed-fee engagements, allowing flexibility across planning and managed-account relationships. Investment activity centers on using pooled public investment vehicles as the primary means of implementing client strategies, while acting as a capital allocator when allocating to third‑party managers for selected alternative exposures. The firm is not an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a pension consultant or a related-adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices