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Butorac Wealth Management Inc (Sherman Village)


Butorac Wealth Management Inc is an adviser based in Sherman Village. It manages $45 million of regulatory assets for 179 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Texas.

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Butorac Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Butorac Wealth Management: assets under management

The assets under management (AUM) of Butorac Wealth Management Inc is $45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $251.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Butorac Wealth Management Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sherman Village

The principal office where Butorac Wealth Management Inc performs its advisory services is located at 12629 Riverside Drive, Suite 335, Sherman Village, CA 91607, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (818) 754-1747. The normal business hours are 9:00 - 5:30 on Monday - Friday. You can find more information about the New York firm at butoracwealthmanagement.com.


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