SHE WEALTH ADVISORS LLC

SHE WEALTH ADVISORS LLC of AGOURA HILLS, CA is an SEC-registered investment adviser (CRD 337375). Regulatory assets under management: $1.4M.

Registration

• CRD: 337375
• Type: Registered investment adviser
• Location: 5126 CLARETON DR., AGOURA HILLS, CA, 91301
• Phone: 818-517-1725
• Latest filing: 2026-06-18
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337375 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search