Shidoosh Wealth Management LLC

Overview

Shidoosh Wealth Management LLC is a small independent registered investment adviser that serves individual and family clients with a fee model combining asset-based and fixed fees. The firm emphasizes discretionary portfolio management and financial planning for individuals and small businesses, and it also advises on selecting external managers when a client mandate requires specialist exposure. Public funds—primarily mutual funds—are the center of the firm’s portfolio construction, suggesting a preference for pooled vehicles to achieve diversification and manager access rather than building out concentrated individual-stock or single-ETF allocations. The firm lists insurance brokerage among its business activities, indicating it integrates life, disability and other contract-based products into client plans when appropriate. Environmental, social and governance (ESG) factors are flagged as active, so ESG screens or ESG-focused mutual funds are likely used as a component of portfolio construction for clients who prioritize those criteria.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices