Mahesh Bhuta
Bhuta Wealth Management · Coral Springs, Florida
Mahesh Bhuta is a fee-only financial advisor at Bhuta Wealth Management in Coral Springs, Florida. Bhuta Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Bhuta Wealth Management |
|---|---|
| Based in | Coral Springs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $20M across 38 accounts |
| SEC registration | Investment adviser representative in FL · CRD 6008753 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How Mahesh's firm compares
- Bhuta Wealth Management's average account is about $526,000, from its Form ADV (assets managed divided by 38 accounts).
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Questions about Mahesh
Is Mahesh Bhuta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mahesh holds no broker registration, and Bhuta Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mahesh charge for financial advice?
Mahesh's firm, Bhuta Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mahesh Bhuta based?
Mahesh Bhuta is based in Coral Springs, Florida.
Is Mahesh Bhuta registered with the SEC?
Yes. Mahesh Bhuta is registered as an investment adviser representative in FL (CRD 6008753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bhuta Wealth Management manage?
Bhuta Wealth Management reports $20M across 38 accounts in assets under management.
How do I contact Mahesh Bhuta?
Contact details aren't on file yet. Search for Bhuta Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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