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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-28-2024
- Office Locations
- 1
Office Locations
About Ninja Wealth Advisors, LLC
Ninja Wealth Advisors, LLC is a Washington-based registered investment adviser providing personalized financial planning and discretionary investment management for individuals and families, including retirement, education, tax strategies, and ongoing portfolio reviews. Portfolios are tailored to risk and goals and are primarily ETF-based, with client access via Altruist for account management and RightCapital for planning.
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Owner & Executives
SHUBHAM ACHARYA
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #4890316
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,684,249 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,684,249 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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