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Shah Wealth Advisors

EST. AUM
$606,152,179

CONTACTS

CLIENT ACCOUNTS
857

Firm Details

Metro area Los Angeles
CRD Number 340644
Website shahwealthadvisors.com
Client types

Overview

Shah Wealth Advisors is a U.S.-based registered investment advisory firm providing comprehensive financial planning and investment management services. The firm primarily serves individuals, families, and high-net-worth clients by offering customized portfolio management and long-term financial strategies. Its services include retirement planning, tax-efficient investing, estate considerations, and risk management.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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