Shidoosh Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 299891
- Website
- shidoosh.com
- Custodians
- CAHRLES SCHWAB & CO, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.31%
- Individuals35.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Shidoosh Wealth Management LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines portfolio management and financial planning with insurance brokerage services and acts as a capital allocator—selecting and allocating to third‑party managers on clients’ behalf. Its advisory services list includes financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm identifies as an active ESG investor and maintains an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Bahram Shidoosh
President and CEOCRD 2563978
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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