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HONEST WEALTH LLC
CRD 284735
9841 IRVINE CENTER DRIVE, SUITE 140, IRVINE, CA, 92618, United States
Phone
949-346-6854
Fax
888-865-9925
Registration
— (—)
Source
State registered
Total AUM
$16.4M
Discretionary AUM
$16.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $7.5M |
| High net worth individuals | 5 | $8.4M |
| Pension/profit sharing plans | 1 | $483K |
Official SEC filing: View on IAPD