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WEALTHJAR INVESTMENT ADVISORY, LLC
1099 Alakea St.
Suite 2510
Honolulu, Hawaii 96813
Tel: (808) 585-7788
About WEALTHJAR INVESTMENT ADVISORY, LLC
WEALTHJAR INVESTMENT ADVISORY, LLC, formally registered with the SEC as WEALTHJAR INVESTMENT ADVISORY, LLC. The firm was established in 07/18/2017. They have over 4 offices throughout the country.
WEALTHJAR INVESTMENT ADVISORY, LLC is a Honolulu, Hawaii based Financial Planning firm with nearly $4,403,040 assets under management, offering retirement planning & investment advisory services to 105 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288484 |
| SEC# | 801-110823 |
| Assets Managed by Firm | $4,403,040 |
| No. of Clients | 105 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ADMINISTRATIVE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 105 | $4,403,040 |
| Individuals (other than high net worth individuals) | 68 | $4,403,040 |
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