Falists
← Back to search

WEALTHJAR INVESTMENT ADVISORY, LLC

CRD 288484 · SEC 801-110823

Visit website

1099 ALAKEA ST., SUITE 2510, HONOLULU, HI, 96813, United States

Phone

(808) 585-7788

Fax

(808) 585-7784

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.4M

Discretionary AUM

$6.4M

Team

11 total employees; 10 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersADMINISTRATIVE SERVICES

Client types

TypeClientsAUM
Individuals46$6.4M

States served

CA, TX, HI

All web addresses on file

Official SEC filing: View on IAPD