BW
Bhuta Wealth Management, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 159989
·
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ADV data as of Feb 19, 2026
- Regulatory AUM
- $20.0M
- Discretionary
- $0
- Clients
- 25
- Avg AUM / client
- $800K
- Accounts
- 38
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $15.0M | 75.0% |
| High net worth individuals | Fewer than 5 clients | $5.0M | 25.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mahesh Babubhai Bhuta | Registered representative | Mar 2012 (14y) | ||
| Amrish Mahesh Bhuta | Registered representative | Feb 2017 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Truist Financial Corp $18.8M (94% of AUM) Feb 2026
- Fidelity Brokerage Services $1.2M (6% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗