Overview
Assets Under Management: $124 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 36
Average Client Assets: $3 million
Frequently Asked Questions
KUCHARO WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329601), KUCHARO WEALTH is subject to fiduciary duty under federal law.
KUCHARO WEALTH is headquartered in CHARLOTTE, NC.
KUCHARO WEALTH serves 36 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, KUCHARO WEALTH offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
KUCHARO WEALTH manages $124 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, KUCHARO WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.18
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 258
Discretionary Accounts: 258
Regulatory Filings
CRD Number: 329601
Filing ID: 2051143
Last Filing Date: 2026-02-18 13:39:05