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OHANA ADVISORS
OHANA ADVISORS MANAGEMENT, LLC
CRD 158515 · SEC 801-75431
101 LUCAS VALLEY, SUITE 202, SAN RAFAEL, CA, 94903, United States
Phone
415-226-4100
Fax
415-479-4481
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.78B
Discretionary AUM
$1.71B
Team
13 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $2.67B |
| Pooled investment vehicles | 1 | $107.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD