B
CRD: 159989
Bhuta Wealth Management, LLC
Coral Springs, FL
9542354040
$20.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
25 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-13-2012
- Office Locations
- 1
Office Locations
-- Coral Springs FL
About Bhuta Wealth Management, LLC
Bhuta Wealth Management, LLC is a Coral Springs-based RIA. The firm has been operating for 14 years. Managing $20.0M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Fidelity/NFS. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$800.0K AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Quantum Summit value
Investment Themes
Legacy Insight
Investment Vehicles
Zenith foundation
Services
Pathway timber Pioneer quantum Wave ember Meridian Insight fusion
Owner & Executives
M
MAHESH BABUBHAI BHUTA
Chief Compliance Officer, Managing Member
- CRD
- #6008753
- Ownership
- 75% or more
(695) 373-3677
pathway.focus@primecapital.com
in linkedin.com/in/insight-crest
Showing 1 of 1 owners & executives
Unlock allContacts
A
AMRISH MAHESH BHUTA
Senior Financial Associate
- CRD
- #3175432
(686) 372-6412
harbor.value@pathwaycapital.com
in linkedin.com/in/atlas-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,000,000 | -- |
| Total | $20,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,000,000
Equity - Exchange:
39.2% Cash:
36.7% Corporate - Investment Grade:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $873,898,197 | 39.2% |
| Cash | $818,164,894 | 36.7% |
| Corporate - Investment Grade | $537,269,044 | 24.1% |
| Total | $2,229,332,135 | 100.0% |