RIA Intel›Advisers›Hawaii›BELLOADVISERS, LLC

BELLOADVISERS, LLC

Advisory

HI

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in HI
#34
of 51 advisers by AUM
Average account
$613K
across 155 accounts
AUM per adviser
$48M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$95M
Discretionary %
0%
Clients
157
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$95M
Discretionary AUM$0
Non-Discretionary AUM$95M
Discretionary %0%
Total Clients157
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InHI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in HI

Closest by assets under management. All figures from Form ADV.

PATHFINDER FINANCIAL SERVICES, LLC
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DIAMOND HEAD CAPITAL PARTNERS,L.P.
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$108M
0.0% 1Y
SONIC GP LLC
HONOLULU, HI
$110M
-26.0% 1Y
SFGA LLC
HONOLULU, HI
$110M
-5.7% 1Y
3D WEALTH ADVISORS, INC.
HONOLULU, HI
$118M
-3.7% 1Y
GREIG JAMES F CONTINENTAL INC
HONOLULU, HI
$70M
-37.2% 1Y

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