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KULEANA WEALTH ADVISORS
KULEANA WEALTH ADVISORS, LLC
CRD 154028
164 MAIN STREET, SUITE 210, LOS ALTOS, CA, 94022, United States
Phone
650-917-9333
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$95.6M
Discretionary AUM
$15.4M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $93.9M |
All web addresses on file
Official SEC filing: View on IAPD