# Shah Wealth Advisors

> Shah Wealth Advisors is an SEC-registered investment advisory firm in Chino Hills, CA, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 340644
- Filed as: SHAH WEALTH ADVISORS
- Legal name: Shah Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chino Hills, CA
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340644
- AdvisorCensus page: https://advisorcensus.com/firm/shah-wealth-advisors-chino-hills-ca-340644

## Quick answers

**How is Shah Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Shah Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Shah Wealth Advisors located?**
Shah Wealth Advisors' principal office is in Chino Hills, CA, according to its Form ADV.

**Is Shah Wealth Advisors registered with the SEC or a state?**
Shah Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340644.

**How much does Shah Wealth Advisors manage?**
Shah Wealth Advisors reports $606,152,179 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (99% discretionary).

**What types of clients does Shah Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (119); individuals (other than high net worth individuals) (21); corporations or other businesses not listed above (2).

**Which custodians does Shah Wealth Advisors use?**
Shah Wealth Advisors' 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 Shah Wealth Advisors 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/340644

**Does Shah Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated July 31, 2026 says: "Shah Wealth Advisors does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Shah Wealth Advisors' recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $0 to $606,152,179.

## 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 July 31, 2026)

- Account minimum: None

> Shah Wealth Advisors does not impose a minimum portfolio size or a minimum initial investment to open an account.

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: $606,152,179
- Discretionary: $597,638,986
- Non-discretionary: $8,513,193

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $21,812,363 |
| High net worth individuals | 119 | $571,237,073 |
| 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 | $0 |
| 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 | 2 | $13,102,743 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 3 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)
- shahwealthadvisors.com

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $0 to $606,152,179.

### May 2026
- Changed its legal name from Clancy Wealth Advisors LLC to Shah Wealth Advisors, LLC.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shah Wealth Advisors (CRD 340644): Form ADV filing data as of October 2026.