Masuda Lehrman Wealth

Overview

Masuda Lehrman Wealth is a small, independent registered investment advisor organized as a limited liability company that focuses on individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and it positions itself as a capital allocator by selecting outside advisers and running educational seminars. Fee arrangements are flexible — percentage of AUM, hourly, and fixed-fee engagements are all used. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities and uses both mutual funds and liquid equity vehicles in client portfolios. Masuda Lehrman Wealth also identifies as an active ESG investor and incorporates sustainability considerations into its investment approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices