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CEO, President and Senior Financial Advisor · Shah Wealth Advisors

Siddharth P. Shah

CRD 2946827 · Named on Form ADV at one SEC-registered adviser

At a glance

Shah Wealth Advisors, an SEC-registered wealth manager based in Chino Hills, CA with $606 million in regulatory assets, lists Siddharth P. Shah on its Form ADV as CEO, President and Senior Financial Advisor, a control person.

Firms and roles

  • Shah Wealth AdvisorsCEO, President and Senior Financial AdvisorWealth manager · Chino Hills, CA · $606M in regulatory assets

AtlasMembers

Siddharth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Siddharth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.