Maria Ojeda Partida
Shah Wealth Advisors · Chino Hills, California
Maria Ojeda Partida is a fee-only financial advisor at Shah Wealth Advisors in Chino Hills, California. Maria focuses on small business owners, retirement planning and estate & legacy planning. Shah Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Shah Wealth Advisors |
|---|---|
| Based in | Chino Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $606.2M across 857 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5957830 |
| Exams passed | Series 66 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.shahwealthadvisors.com |
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Questions about Maria
Is Maria Ojeda Partida a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maria holds no broker registration, and Shah Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maria charge for financial advice?
Maria's firm, Shah Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Maria Ojeda Partida based?
Maria Ojeda Partida is based in Chino Hills, California.
What does Maria specialize in?
Maria's specialties include small business owners, retirement planning, estate & legacy planning, tax planning and founders (pre-exit). Maria works with multi-generational families.
Is Maria Ojeda Partida registered with the SEC?
Yes. Maria Ojeda Partida is registered as an investment adviser representative in CA (CRD 5957830), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shah Wealth Advisors manage?
Shah Wealth Advisors reports $606.2M across 857 accounts in assets under management.
How do I contact Maria Ojeda Partida?
Through Maria's website, www.shahwealthadvisors.com.
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
- Shah Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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