Amrish Mahesh Bhuta

Employer firm

Bhuta Wealth Management, LLC CRD 159989

$20.0M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Bhuta Wealth Management, Llc

Coral Springs, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2017-02-10

FL RA
APPROVED

Since 2017-02-10

Branch Locations

Coral Springs, FL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wealthscope Consulting Llc	Delray Beach	FL	02/2015	01/2017
Bhuta Wealth Management Llc	Coral Springs	FL	01/2017	Present

02/2015 → 01/2017

Wealthscope Consulting Llc

Delray Beach, FL
01/2017 → Present

Bhuta Wealth Management Llc

Coral Springs, FL

Previous Registrations

2015-09-01 → 2017-01-11

Wealthscope Consulting Llc

Delray Beach, FL
2013-04-09 → 2014-12-05

Bhuta Wealth Management, Llc

Coral Springs, FL
2006-11-16 → 2010-11-18

Rbc Capital Markets, Llc

St. Petersburg, FL

Boca Raton, FL
2000-02-07 → 2006-11-16

Osaic Fa, Inc.

Deerfield Beach, FL

Boca Raton, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-01-22
S63	Uniform Securities Agent State Law Examination	1999-04-30

S65 Uniform Investment Adviser Law Examination

2013-01-22
S63 Uniform Securities Agent State Law Examination

1999-04-30

View on SEC IAPD