# SHE Wealth Advisors LLC

> SHE Wealth Advisors LLC is a state-registered investment advisory firm in Agoura Hills, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.

- CRD: 337375
- Filed as: SHE WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Agoura Hills, CA
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337375
- AdvisorCensus page: https://advisorcensus.com/firm/she-wealth-advisors-llc-agoura-hills-ca-337375

## Quick answers

**How is SHE Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SHE Wealth Advisors LLC 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.

**Where is SHE Wealth Advisors LLC located?**
SHE Wealth Advisors LLC's principal office is in Agoura Hills, CA, according to its Form ADV.

**Is SHE Wealth Advisors LLC registered with the SEC or a state?**
SHE Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337375.

**How much does SHE Wealth Advisors LLC manage?**
SHE Wealth Advisors LLC reports $1,445,723 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).

**What types of clients does SHE Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does SHE Wealth Advisors LLC 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/337375

## 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: $1,445,723
- Discretionary: $1,445,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,445,723 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 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)
- [she-wealth.com](https://she-wealth.com)
- LinkedIn @vanessafriedman

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SHE Wealth Advisors LLC (CRD 337375): Form ADV filing data as of October 2026.