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KUCHARO WEALTH
KUCHARO WEALTH, LLC
CRD 329601 · SEC 801-135608
1422 SOUTH TRYON STREET, SUITE 300, CHARLOTTE, NC, 28203, United States
Phone
704.251.9550
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.7M
Discretionary AUM
$123.7M
Team
2 total employees; 1 advisory reps; 78 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.0M |
| High net worth individuals | 36 | $118.9M |
| Corporations/business entities | 7 | $1.8M |
States served
IL, KY, LA, NE, NC, OH, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD