Sidd Shah is the Founder and CEO of Shah Wealth Advisors, bringing nearly three decades of experience and a deeply personal approach to wealth management. After originally moving from India to the U.S. to earn his master’s degree in Business at Indiana University of Pennsylvania (IUP), Sidd began his professional career as a business auditor at Arthur Andersen and became a Certified Public Accountant (CPA). Not too long after, he began to realize his true passion: making a tangible difference in families’ lives by shaping financial solutions for their lifetime and for generations to come with trust, integrity, and knowledge.

When he founded the practice in 1997 as a franchisee of Ameriprise Financial, the financial industry was largely focused on simply managing money. Sidd chose to build his firm differently — by truly getting to know each family, listening to their unique needs, and taking a big-picture approach to problem-solving. To Sidd, his clients are family, and he lives by the motto that “the difference between extraordinary and ordinary is that little extra.”

This relationship-first mindset is paired with a genuine love for the global financial markets and a passion for identifying companies, regions, and sectors poised for structural growth. A strong believer in meditation and inner calmness, Sidd brings a grounded, thoughtful presence to every client interaction. His dedication to going the extra mile has not only earned the deep trust of his clients but also consistent industry recognition, including being named to the Forbes Best-in-State Wealth Advisors list (2019–2025) and the 2025 AdvisorHub 250 Advisors to Watch Under $1 Billion.

When he’s not working, you can usually find Sidd out on a hiking trail, cheering on the Indian cricket team, or catching up with friends over a cup of tea. He cares deeply about his community and actively supports several charitable causes. Every year on his birthday, without fail, you can find Sidd at the Montage in Laguna Beach, meditating and enjoying the beautiful view.

Contact Siddharth

sidd@shahadvisors.com