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SHAH WEALTH ADVISORS

CHINO HILLS, CA · CRD 340644 · IAPD ↗ · shahwealthadvisors.com · 909-262-1430

$606.2MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
September 2026 — SHAH WEALTH ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
May 2026 — CLANCY WEALTH ADVISORS is now doing business as SHAH WEALTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
April 2026 — CLANCY WEALTH ADVISORS (CHINO HILLS, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.