# Kucharo Wealth > Kucharo Wealth is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 20, 2026. - CRD: 329601 - Filed as: KUCHARO WEALTH - Legal name: Kucharo Wealth, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Charlotte, NC - Filing period: October 2026 - Form ADV filing dated: August 20, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329601 - AdvisorCensus page: https://advisorcensus.com/firm/kucharo-wealth-charlotte-nc-329601 ## Quick answers **How is Kucharo Wealth compensated?** On its Form ADV (Item 5.E, October 2026), Kucharo Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). **How much does Kucharo Wealth charge?** Its Form ADV Part 2A brochure dated March 5, 2026 states: Flat fee: $1,000 to $24,000 (Project-Based Financial Planning); Subscription: $100 to $2,000 a month (Ongoing Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Kucharo Wealth located?** Kucharo Wealth's principal office is in Charlotte, NC, according to its Form ADV. **Is Kucharo Wealth registered with the SEC or a state?** Kucharo Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 329601. **How much does Kucharo Wealth manage?** Kucharo Wealth reports $123,656,801 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary). **What types of clients does Kucharo Wealth serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (36); corporations or other businesses not listed above (7); individuals (other than high net worth individuals) (6). **Which custodians does Kucharo Wealth use?** Kucharo Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Kucharo Wealth report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329601 **Does Kucharo Wealth state an account minimum?** Its Form ADV Part 2A brochure dated March 5, 2026 says: "Our minimum account size requirement is $25,000 to open or maintain an account under our management. KW may reduce or waive the minimum account size requirement on a case-by-case basis." **What changed in Kucharo Wealth's recent Form ADV filings?** In the September 2026 filing data: Registered or notice-filed in PA. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026) - Account minimum: $25,000 (the brochure says it may be waived or negotiated) > Our minimum account size requirement is $25,000 to open or maintain an account under our management. KW may reduce or waive the minimum account size requirement on a case-by-case basis. - Flat fee: $1,000 to $24,000 (Project-Based Financial Planning) > We charge a fixed fee for Project-Based Financial Planning. Fixed fee rates range from $1,000 to $24,000, payable in one lump sum upon delivery of the plan - Subscription: $100 to $2,000 a month (Ongoing Financial Planning) > We charge a recurring fixed fee for Ongoing Financial Planning. Fees are paid monthly in arrears, ranging from $100 per month to $2,000 per month. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $123,656,801 - Discretionary: $123,656,801 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 6 | $2,961,626 | | High net worth individuals | 36 | $118,931,251 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 7 | $1,763,924 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Pension consulting services - Selection of other advisers (including private fund managers) - Educational seminars/workshops ### Firm details - Registered since: 2026 (0 years) - Employees: 2 total, 1 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: FL, IL, KY, LA, NC, NE, NH, OH, PA, SC, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - kucharowealth.com ## Changes in the filing (last 12 months) ### September 2026 - Registered or notice-filed in PA. ### June 2026 - Registered or notice-filed in IL, KY, NE. ### April 2026 - Newly registered with the SEC. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kucharo Wealth (CRD 329601): Form ADV filing data as of October 2026.