RIA Intel›Advisers›California›SHIDOOSH WEALTH MANAGEMENT LLC

SHIDOOSH WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in CA
#4,545
of 5,480 advisers by AUM
Average account
$346K
across 36 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, ID, SD, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

POLYNOUS CAPITAL MANAGEMENT INC
SAN FRANCISCO, CA
$12M
+14.3% 1Y
KEYSTONE CAPITAL CORPORATION
SAN DIEGO, CA
$12M
-76.1% 1Y
PAKHA INVESTMENT ADVISORY
REDLANDS, CA
$13M
CONSONANCE WEALTH MANAGEMENT, LLC
LOS GATOS, CA
$12M
SVAR/MM, LLC
SANTA MONICA, CA
$12M
+7.6% 1Y
CORE CAPITAL MANAGEMENT, LLC
$13M

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