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KUBHERA ENTERPRISES LLC

PRINCETON, NJ · CRD 151619 · IAPD ↗ · kubhera.com · 609-799-5900

$275.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
26-50Planning clients
1Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — KUBHERA ENTERPRISES LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2025 — KUBHERA ENTERPRISES LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2025 — KUBHERA ENTERPRISES LLC now reports custody of client assets ($6.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
44
April 2024 — KUBHERA ENTERPRISES LLC notice-filed in CA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — KUBHERA ENTERPRISES LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.