SHAH WEALTH ADVISORS, LLC of CHINO HILLS, CA is an SEC-registered investment adviser (CRD 340644). Regulatory assets under management: $606.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kevin Min Kim | CHIEF COMPLIANCE OFFICER | — |
| Kevin Sean Woodard | MEMBER AND MANAGER | — |
| Siddharth Pravin Shah | CEO, PRESIDENT AND SENIOR FINANCIAL ADVISOR | — |
| Nihar S Shah | FINANCIAL ADVISOR | — |