Maria Y Ojeda partida
Investment adviser representative at Shah Wealth Advisors
15 yearsExperience
1 stateRegistered in
$606.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Shah Wealth Advisors, LLCApr 2026 to now
- Ameriprise Financial Services, LLCJul 2011 to Apr 2026
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Shah Wealth Advisors
Legal name: Shah Wealth Advisors, LLC
$606.2MAssets managed
142Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5957830
- Firm CRD
- 340644