IKIGAI WEALTH
Firm details
- Headquarters
- SEATTLE, Washington
- CRD number
- 304959
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Ikigai Wealth is organized as a limited liability company under individual ownership. The firm positions itself primarily as a capital allocator and describes its advisory activity as the selection of other advisers rather than running proprietary investment strategies. Its fee arrangement is listed as "other." The firm is not identified as an active ESG investor, does not report multistate adviser status, and is not documented as providing pension consulting or operating as a related adviser. The year of SEC registration is not reported in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOSEPH USHIO
Founder & PrincipalCRD 4132504
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEATTLE, WA
KING
Location
SEATTLE, WA
Headquartered in SEATTLE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 1201 3rd Ave
- Time zone
- PT (UTC-8)
- Office locations
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