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AS

Aaron M. Shuchatowitz

SHUCHA WEALTH MANAGEMENT LLC
Sherman Oaks, CA 91423
Some features on this profile are disabled
CRD#: 7405843
AS

Professional summary

Aaron Meir Shuchatowitz is a registered financial advisor currently at SHUCHA WEALTH MANAGEMENT LLC located in Sherman Oaks, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Aaron has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Aaron Meir Shuchatowitz also serves as the co-founder of Blue & White Finance. No conflict of interest exists as this other business activity provides financial education only and does not offer investment advice or investment management. I devote about half of my work week to this business, but not during trading hours. I spend this time teaching, recording courses, creating free educational content, and coaching individuals and couples.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Meir Shuchatowitz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 30, 2021 - Present

SHUCHA WEALTH MANAGEMENT LLC

Office #1: 13743 Ventura Boulevard #280, Sherman Oaks, CA 91423
RIA
CRD#: 315690
Sherman Oaks, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/30/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/4/2020
Uniform Investment Adviser Law Examination

Current Firm

SW
SHUCHA WEALTH MANAGEMENT LLC
SHUCHA WEALTH MANAGEMENT LLC

CRD#: 315690 / SEC#:

California
Registered Investment Advisory firm - (7/30/2021 Approved)
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Contact information

Main Address
13743 Ventura Boulevard #280, Sherman Oaks, CA 91423
Mailing Address
Phone number
(818) 538-9021
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts24
AUM (Assets Under Management)$ 9,384,163

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SHUCHA WEALTH MANAGEMENT LLC

CRD#: 315690Sherman Oaks, CA 91423

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