Arusha Wealth Limited Liability Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Arusha Wealth Limited Liability Company is a newly formed advisory firm that offers an integrated ongoing financial planning and investment management service to individuals, including both non‑high‑net‑worth and high‑net‑worth households. Although categorized as an investment manager, the brochure reports no assets under management as of its effective date and the firm does not sponsor pooled investment vehicles or wrap programs.
The firm provides a coordinated process that begins with an initial written financial plan (typically delivered within 30 days after receiving required information) and continues with ongoing monitoring, structured meetings, and annual plan updates. Investment management is discretionary and implemented with a long‑term, diversified approach that blends passive and active funds and individual securities to align portfolios with each client’s plan and risk profile.
Notable operational features include the firm’s policy to deliver planning and investment advice only as a combined offering—declining engagements that seek standalone or one‑time planning—and its practice of presenting the planning and management components separately for transparency. The firm also does not custody client assets, does not accept sales commissions, and will not vote client proxies, and its stated client base of both non‑HNW and HNW individuals is uncommon for firms classified primarily as investment managers.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
General tax planning
Fee options
$0 - $1,000,000: 0.80% annually $1,000,000 - $10,000,000: 0.40% annually $10,000,000+: 0.20% annually
Fee-only: Financial Planning Fees: $3,000 - $5,000 per year for accounts under $1 million, $10,000 per year for accounts $1 million and above (flat fee)
Main office location
Arusha Wealth Limited Liability Company
14801 Ronald W Reagan Boulevard, Apartment #4206
Leander TX 78641, United States
Number of offices
1
Most active in
Arusha Wealth Limited Liability Company has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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