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, LLC-structured registered investment adviser that serves both individual/family clients and institutional accounts. The firm operates as a capital allocator and provides a mix of financial planning and discretionary portfolio management alongside services such as pension consulting, manager selection, and client education through seminars and workshops. Its fee model combines a percentage-of-AUM component with fixed fees. The firm is not positioned as an active ESG investor and is listed as SEC-registered in 2026.