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Kucharo Wealth, LLC

● SEC registered since 2026CRD 329601SEC# 801-135608Charlotte, NC
Export (members)
Reg. AUM
$123.7M
Employees
2
Accounts
258
Location
Charlotte, NC

Kucharo Wealth, LLC assets under management

Kucharo Wealth, LLC is an investment advisory firm registered with the SEC based in Charlotte, NC. The firm has been registered since 2026. It reports $123.7 million in regulatory assets under management and employs 2 people.
www.kucharowealth.comView on SEC.gov ↗

Kucharo Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Bradley Alan Kucharo ControlCeo And CcoOver 75%2024

Frequently asked questions

How much does Kucharo Wealth, LLC manage?

Kucharo Wealth, LLC reports $123.7 million in regulatory assets under management on its Form ADV.

How many employees does Kucharo Wealth, LLC have?

Kucharo Wealth, LLC reports 2 employees.

Where is Kucharo Wealth, LLC located?

Kucharo Wealth, LLC is based in Charlotte, NC and has been SEC-registered since 2026.

Does Kucharo Wealth, LLC disclose fund performance?

Kucharo Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1422 South Tryon Street, Suite 300, Charlotte, NC 28203
Phone704.251.9550
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.7M
Non-discretionary$0
Total (RAUM)$123.7M