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SHE WEALTH ADVISORS LLC
SHE WEALTH ADVISORS, LLC
CRD 337375
5126 CLARETON DR., STE. 206, AGOURA HILLS, CA, 91301, United States
Phone
818-517-1725
Fax
8188887218
Registration
— (—)
Source
State registered
Total AUM
$1.4M
Discretionary AUM
$1.4M
Team
1 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD