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Shah Wealth Advisors, LLC Info

Shah Wealth Advisors, LLC info

Shah Wealth Advisors, LLC (SEC CIK 2149018) first filed with the SEC on 2026-08-07 (Form 13F-HR) and has filed 2 times since, including 1 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 14778 PIPELINE AVE, SUITE A, CHINO HILLS, CA, 91709.

  • Name: Value Shah Wealth Advisors, LLC.
  • SEC CIK: Value 2149018.
  • State of organization: Value CA.
  • Business address: Value 14778 PIPELINE AVE, SUITE A, CHINO HILLS, CA, 91709.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameShah Wealth Advisors, LLC
SEC CIK2149018
State of organizationCA
Business address14778 PIPELINE AVE, SUITE A, CHINO HILLS, CA, 91709
Mailing address14778 PIPELINE AVE, SUITE A, CHINO HILLS, CA, 91709
Phone9094973105
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-08-07 (Form 13F-HR)
Latest SEC filing2026-08-19 (Form N-PX)
Filings on EDGAR2
First Form 13F-HR2026-08-07 (quarter ended 2026-06-30)
Latest Form 13F-HR2026-08-07 (quarter ended 2026-06-30)
Form 13F-HR filings1

Filings by Form

FormFilingsLatest
13F-HR12026-08-07
N-PX12026-08-19

Filings by Year

YearFilingsForm 13F-HR
202621

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