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 owned by an individual and characterized in FINTRX as a capital allocator. The firm’s stated advisory activity is the selection of other advisers, indicating a model that directs capital to external managers rather than running broad in-house investment platforms. Fee arrangements are listed as "Other." The profile shows the firm does not identify as an active ESG investor, is not multi-state, and is not flagged as a pension consultant or related 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

Contacts

1 of 1
  • Joseph Ushio

    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