|
⚲
|
| Keyboard |
| Kucharo Wealth LLC
✚
|
|
|---|---|
| CRD # | 329601 |
| SEC # | 801-135608 |
| CIK # | |
| AUM | 123.7 M (2026-05-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 704-251-9550 |
| Address | 1422 South Tryon Street Charlotte, NC 28203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.0 |
| (b) Individuals (high net worth individuals) | 36 | 118.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 123.7 |
| By Discretionary | ||
| Discretionary | 258 | 123.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 258 | 123.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.7 | |
| Total | 258 | 123.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 78 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Seedsafe Financial LLC
✚
|
125.2 M | |
|
44 North Capital LLC
✚
|
MN | 125.1 M |
|
Axiom Wealth Strategies LLC
✚
|
OR | 124.7 M |
|
APO Financial Services LLC
✚
|
CO | 124.3 M |
|
Cardea Capital Advisors LLC
✚
|
FL | 124.2 M |
|
Peterson Financial Services LLC
✚
|
CO | 124.0 M |
|
Iowa Wealth Management LLC
✚
|
IA | 123.9 M |
|
Candide Group LLC
✚
|
CA | 123.6 M |
|
Q2 Wealth Management LLC
✚
|
KY | 123.5 M |
|
FSC Wealth Advisors LLC
✚
|
NY | 122.3 M |