Akamai Wealth Management, LLC

RIAState Registered
Total AUM
$2M
Discretionary
$0
0% of AUM
Avg account
$166K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
322422
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Individuals60.82%
  • Pension & Profit Sharing Plans39.18%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Akamai Wealth Management, LLC is an independent, Hawaii‑state registered limited liability company that serves individual, family and some institutional clients. The firm combines fee‑based advisory services with insurance and other financial product distribution; its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Akamai charges a mix of percentage‑of‑AUM fees, hourly fees and other fee arrangements, and also operates as an insurance broker/financial product salesperson. The firm is not positioned as an ESG investor and does not present itself as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 90%, Exchange Traded Equities 9%, Cash & Cash Equivalents 1%90%
  • US Government Bonds90%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth