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SHAH WEALTH ADVISORS
Legal name: SHAH WEALTH ADVISORS, LLC
CRD 340644File 801-135572
APPROVED
Retail clients
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$606.2M
Above cohort median (national)
Discretionary AUM
$597.6M
Non-discretionary $8.5M
Clients
142
857 accounts
Employees
7
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 31, 2026
- Principal office
- 14778 PIPELINE AVENUE, SUITE A, CHINO HILLS, CA, 91709
- Phone
- 909-262-1430
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $606.2M
- Discretionary AUM
- $597.6M
- Non-discretionary AUM
- $8.5M
- Discretionary accounts
- 835
- Non-discretionary accounts
- 22
- Total accounts
- 857
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $13.1M |
| High net worth individuals | 119 | $571.2M |
| Individuals (other than high net worth individuals) | 21 | $21.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.