Masuda Lehrman Wealth

RIAState Registered

Total AUM

$28.4M

Discretionary

$26.2M

92% of AUM

Avg account

$240K

Accounts

118

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 329201
Website: www.masudalehrman.com
Custodians: CHARLES SCHWAB & CO., INC., BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals81.69%
HNWI18.31%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Masuda Lehrman Wealth is an independent, Hawaii‑based LLC that advises individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. Its billing mixes percentage‑of‑AUM fees with hourly and fixed‑fee arrangements. The firm identifies as an active ESG investor and is structured for a single‑owner operator rather than a multi‑state or related adviser model.