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Aaron Meir Shuchatowitz

Shucha Wealth Management LLC

Sherman Oaks, CA

CRD 7405843

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Employer firm

Shucha Wealth Management LLC CRD 315690

$12.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Shucha Wealth Management Llc

13743 Ventura Boulevard #280, Sherman Oaks, CA 91423 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-07-30
  • CA RA
    APPROVED
    Since 2021-07-30

Branch Locations

13743 Ventura Boulevard #280, Sherman Oaks, CA 91423 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
12Tribe Films Jerusalem 07/2013 05/2018
Dj Properties Sherman Oaks CA 06/2018 12/2021
Ulpan La-Inyan Jerusalem 06/2018 07/2021
Shucha Wealth Management Llc Sherman Oaks CA 07/2021 Present
Blue & White Finance Modiin 02/2023 Present
  • 07/2013 → 05/2018
    12Tribe Films
    Jerusalem
  • 06/2018 → 12/2021
    Dj Properties
    Sherman Oaks, CA
  • 06/2018 → 07/2021
    Ulpan La-Inyan
    Jerusalem
  • 07/2021 → Present
    Sherman Oaks, CA
  • 02/2023 → Present
    Blue & White Finance
    Modiin
Other Businesses

Co-founder and educator at Blue & White Finance, a financial education platform providing general financial education through articles, courses, webinars, and educational programs. No personalized investment advice or advisory services are provided through this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-04
  • S65 Uniform Investment Adviser Law Examination
    2020-06-04

View on SEC IAPD

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