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HONU WEALTH MANAGEMENT

WILLIAMS, GARTH ALAN

CRD 142563 · SEC 801-132222

Visit website

CA, United States

Phone

(650) 917-3400

Fax

(650) 917-3400

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$161.8M

Discretionary AUM

$161.0M

Team

4 total employees; 4 advisory reps; 5 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals28$7.6M
High net worth individuals52$139.6M
Corporations/business entities12$9.8M

States served

CA, TX, NH, HI

All web addresses on file

Official SEC filing: View on IAPD