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KUCHARO WEALTH

CHARLOTTE, NC · CRD 329601 · IAPD ↗ · kucharowealth.com · 704.251.9550

$123.7MRegulatory AUM
1Advisory reps
2Employees
78Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — KUCHARO WEALTH notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
June 2026 — KUCHARO WEALTH notice-filed in IL, KY, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2026 — KUCHARO WEALTH (CHARLOTTE, NC) is newly SEC-registered with $123.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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