RIA Intel›Advisers›Hawaii›WEALTHJAR INVESTMENT ADVISORY, LLC

WEALTHJAR INVESTMENT ADVISORY, LLC

Advisory

N·HONOLULU, HI

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$6M
1-Year AUM Growth
+35.0%
3-Year CAGR
+29.8%
Employees
10
Assets Under Management
Total AUM$6M
Discretionary AUM$6M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients66
Team
Total Employees10
Investment Advisers11
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingJun 15, 2017
Latest FilingMar 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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