IKIGAI WEALTH

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
SEATTLE, Washington
CRD number
304959
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JOSEPH USHIO

    Founder & PrincipalCRD 4132504

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth