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KONDO WEALTH ADVISORS, INC
CRD 175347 · SEC 801-96308
921 EAST GREEN STREET, PASADENA, CA, 91106, United States
Phone
626-449-7783
Fax
626-449-7785
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$365.1M
Discretionary AUM
$365.1M
Team
8 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 243 | $97.2M |
| High net worth individuals | 119 | $259.5M |
States served
CA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD