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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 127 clients, or 127 clients per representative. That equates to $973.7K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on August 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRADLEY ALAN KUCHARO
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6909050
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Kucharo Wealth has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.