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Shah Wealth Advisors, LLC

● SEC registered since 2026CRD 340644SEC# 801-135572Chino Hills, CA
Export (members)
Reg. AUM
Employees
8
Accounts
Location
Chino Hills, CA

Shah Wealth Advisors, LLC assets under management

Shah Wealth Advisors, LLC is an SEC-registered investment adviser based in Chino Hills, CA. The firm has been registered since 2026. It employs 8 people.

Shah Wealth Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Icon Trust, LLCTrustee Of The Nihar Shah Irrecovable Trust10-25%2025
Kevin Min KimChief Compliance OfficerUnder 5%2026
Nihar S Shah ControlFinancial Advisor10-25%2026
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Frequently asked questions

How many employees does Shah Wealth Advisors, LLC have?

Shah Wealth Advisors, LLC reports 8 employees.

Where is Shah Wealth Advisors, LLC located?

Shah Wealth Advisors, LLC is based in Chino Hills, CA and has been SEC-registered since 2026.

Does Shah Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address14778 Pipeline Avenue, Suite a, Chino Hills, CA 91709
Phone909-262-1430
Office hours8:00 To 5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo