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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2019
- Office Locations
- 1
Office Locations
About Shidoosh Wealth Management LLC
Thousand Oaks, CA-based Shidoosh Wealth Management LLC is a registered investment adviser led by president/CEO David Shidoosh, with financial planning and portfolio management experience since 1995. The firm offers active portfolio management and holistic planning spanning retirement, estate, insurance, business succession, and 529/education planning, including a sustainable/ESG approach. Custody includes Charles Schwab.
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Owner & Executives
BAHRAM SHIDOOSH
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2563978
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,452,494 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,452,494 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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