Aihara Wealth Management LLC

RIAState Registered

Total AUM

$1.4M

Discretionary

$1.4M

100% of AUM

Avg account

$52.9K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Torrance, California
CRD number: 332749
Custodians: JACKSON NATIONAL LIFE DISTRIBUTORS LLC, CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Aihara Wealth Management LLC is an independent, California-registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and publishing periodic newsletters. Its fee arrangements include assets-under-management pricing alongside hourly and fixed-fee options. Filings indicate the firm does not position itself as a capital allocator and does not market an ESG investment approach. The firm lists an industry affiliation with a law firm.