Mahesh Bhuta

14 Years of Experience

Coral Springs, FL

2 DisclosuresSells Insurance

Mahesh Bhuta is a registered investment advisor at Bhuta Wealth Management, LLC, based in Coral Springs, FL, with 14 years of industry experience. Mahesh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 25 clients with $20M in assets under management.

Bhuta Wealth Management, LLC

Compensation

Fee-Only (% of Portfolio)

Firm Size

2 advisors

Number of Clients

25 clients

Average Client Portfolio

$800K average

Assets Under Management

$20.0M

Fee Structure

Minimum Investment:None

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

Coral Springs, FL

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

January 2017

Final

Criminal

January 1977

Final Disposition

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Other Business ActivitiesSells Insurance

Mahesh is an independent insurance agent since 2016, selling life insurance, long-term care, and fixed and indexed annuities. The time commitment varies.

Employment History

Current Registrations

Bhuta Wealth Management, LLC

March 2012 - Present · 14 yrs 1 mo

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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