Aaron Shuchatowitz
Shucha Wealth Management · Sherman Oaks, California
Aaron Shuchatowitz is a fee-only financial advisor at Shucha Wealth Management in Sherman Oaks, California. Shucha Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Shucha Wealth Management |
|---|---|
| Based in | Sherman Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $12.6M across 26 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7405843 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Aaron's firm compares
- Shucha Wealth Management's average account is about $485,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Aaron
Is Aaron Shuchatowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Shucha Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Shucha Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Aaron Shuchatowitz based?
Aaron Shuchatowitz is based in Sherman Oaks, California.
Is Aaron Shuchatowitz registered with the SEC?
Yes. Aaron Shuchatowitz is registered as an investment adviser representative in CA (CRD 7405843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shucha Wealth Management manage?
Shucha Wealth Management reports $12.6M across 26 accounts in assets under management.
How do I contact Aaron Shuchatowitz?
Contact details aren't on file yet. Search for Shucha Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Sherman Oaks
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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