WEALTHJAR INVESTMENT ADVISORY, LLC
Firm details
- Headquarters
- HONOLULU, Hawaii
- CRD number
- 288484
- Registered since
- July 18, 2017
- Website
- mywealthjar.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthjar Investment Advisory, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves individual and family clients and operates as a capital allocator, with advisory activities that include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model combines a percentage-of-AUM schedule with fixed fees. The firm describes itself as an active ESG investor and is marked as a related adviser to another entity.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2BONNIE RICE
Principal And Chief Compliance OfficerCRD 1418208
OREST SAIKEVYCH
Partner, Chief Investment OfficerCRD 4595379
Contacts
3 of 7Brian Tokuuke
Associate Portfolio ManagerCRD 7852945
STEVEN SCHOENFELD
Portfolio ManagerCRD 1893449
Tyler Sanchez
ParaplannerCRD 7375879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HONOLULU, HI
HONOLULU
Location
HONOLULU, HI
Headquartered in HONOLULU, HI, in the West of the United States.
- Region
- West
- County
- HONOLULU
- Address
- 1099 Alakea St
- Time zone
- HT (UTC-10)
- Office locations
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