RIA Intel›Advisers›California›KULEANA WEALTH ADVISORS, LLC

KULEANA WEALTH ADVISORS, LLC

Advisory

LOS ALTOS, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA
#2,851
of 5,480 advisers by AUM
Average account
$693K
across 138 accounts
AUM per adviser
$96M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$96M
Discretionary %
16.2%
Clients
23
Employees
1

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$96M
Discretionary AUM$15M
Non-Discretionary AUM$80M
Discretionary %16.2%
Total Clients23
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

GLAZE CAPITAL MANAGEMENT, INC.
LOS ALTOS, CA
$96M
-4.4% 1Y
BEVERLY INVESTMENT ADVISORS LLC
BEVERLY HILLS, CA
$96M
-69.0% 1Y
WILLIS FINANCIAL SERVICES, INC.
$96M
M.E. MILLER INVESTORS, LLC
LAGUNA BEACH, CA
$95M
MEYERS, DAVID SETH
PALO ALTO, CA
$96M
BATCHELDER, CHRISTIAN CURRY
$96M
+15.2% 1Y

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