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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-19-2024
- Office Locations
- 1
Office Locations
About Kucharo Wealth
Kucharo Wealth is a dental-focused advisory firm serving dentists, orthodontists, and other practice owners nationwide with wealth planning, personal CFO support, and customized tax and business planning, plus optional investment management. The firm uses a passive, index-based, tax- and fee-aware approach and acts as a fiduciary. Founder Bradley Kucharo brings Big Four tax experience and prior Vanguard investment management; client access includes an eMoney Wealth Dashboard and portals such as Schwab/GeoWealth.
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Owner & Executives
BRADLEY ALAN KUCHARO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6909050
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,656,801 | $479,290 |
| Non-Discretionary | $0 | -- |
| Total | $123,656,801 | $479,290 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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