KUBHERA ENTERPRISES LLC
SEC RegisteredGuiding You On Your Journey
About the firm
Kubhera is here to guide you on your financial journey, providing tax advantaged planning, investment, and estate transfer strategies to keep more of your hard-earned wealth working for you, your family, and your legacy through the generations. Kubhera takes a holistic approach to wealth management, incorporating diversification, asset protection, and tax efficiency during both the accumulation and income phases.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax advantaged financial planning, holistic wealth management, retirement and estate planning, investment strategies, estate transfer strategies, asset protection, tax efficiency planning, and tax-shielded and tax-managed investments.
Who they serve
Young professionals, established professionals, self-employed individuals, retirees, business owners facing sale or IPOs, and medical professionals, as well as executives, business owners, and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 22 | $6.2M |
| High Net Worth Individuals | 216 | $197M |
| Pension/Profit Sharing Plans | 1 | — |
| Charitable Organizations | 30 | $48M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Individual Accounts: $1,000 to $500,000 | 1.25% |
| Individual Accounts: $500,001 to $1,000,000 | 1.00% |
| Individual Accounts: $1,000,001 to $5,000,000 | 0.50% |
| Individual Accounts: Over $5,000,000 | 0.25% |
| Pension Consulting: $1,000 to $1,000,000 | 1.00% |
| Pension Consulting: $1,000,001 to $10,000,000 | 0.50% |
| Pension Consulting: Over $10,000,000 | 0.25% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KUBHERA ENTERPRISES LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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