# Avaari Financial

> Avaari Financial is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.

- CRD: 153855
- Filed as: AVAARI FINANCIAL
- Legal name: Shah, Jitesh Ashokkumar
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153855
- AdvisorCensus page: https://advisorcensus.com/firm/avaari-financial-153855

## Quick answers

**How is Avaari Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Avaari Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Avaari Financial registered with the SEC or a state?**
Avaari Financial is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 153855.

**How much does Avaari Financial manage?**
Avaari Financial reports $48,211,789 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (100% discretionary).

**What types of clients does Avaari Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47).

**Does Avaari Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153855

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $48,211,789
- Discretionary: $48,211,789
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $48,211,789 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- onceusave.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avaari Financial (CRD 153855): Form ADV filing data as of October 2026.