Aaron Shuchatowitz
Aaron Shuchatowitz is a registered investment advisor at Shucha Wealth Management LLC, based in Sherman Oaks, CA, with 4 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 19 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
13743 Ventura Boulevard, #280, Sherman Oaks, CA, 91423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Aaron is the co-founder of Blue & White Finance, which provides financial education but not investment advice. He dedicates about half of his time to this business, focusing on teaching, course creation, and coaching.
Employment History
Current Registrations
Shucha Wealth Management LLC
State Registrations1 state
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