KUCHARO WEALTH

RIASEC RegisteredEst. 2026

Total AUM

$124M

Discretionary

$124M

100% of AUM

Avg account

$479K

Accounts

258

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 329601
Registered since: March 20, 2026
Website: kucharowealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI96.18%
Individuals2.4%
Corporations / Businesses1.43%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kucharo Wealth is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2026) and identified as an individual-owned practice that serves both high-net-worth individuals and families as well as institutional clients. Its business model combines investment management with financial planning and advisory services — the firm lists financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars/workshops among its activities. Kucharo Wealth charges clients using a mix of asset-based fees and fixed fees and operates as a capital allocator, meaning it places client capital with external managers in addition to managing public-market vehicles internally. The firm does not identify as an active ESG investor and reports operations confined to a single state.