Honu Wealth Management

RIASEC RegisteredEst. 2025

Total AUM

$162M

Discretionary

$161M

100% of AUM

Avg account

$523K

Accounts

309

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 142563
Registered since: March 21, 2025
Website: honuwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.31%
Corporations / Businesses6.03%
Individuals4.7%
Pension & Profit Sharing Plans1.83%
Charitable Organizations1.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Honu Wealth Management is an independent, owner-operated registered investment adviser structured as a sole proprietorship. The firm reports SEC registration (2025) and describes itself as a capital allocator that serves both individual and family clients as well as institutional and business clients. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of other advisers. Compensation mixes percentage-of-AUM billing with hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.