Wealthjar Investment Advisory, LLC is a related adviser based in Honolulu. It manages $921.9 thousand of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Hawaii.
Wealthjar Investment Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and administrative services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealthjar Investment Advisory, LLC is $921.9 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealthjar Investment Advisory, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Wealthjar Investment Advisory is individuals with 18 clients and $921.9 thousand of assets under management. Among the 2 most similar advisory firms, Wealthjar Investment Advisory has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $921.9 thousand for 18 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wealthjar Investment Advisory doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wealthjar Investment Advisory, LLC performs its advisory services is located at 1099 Alakea St.,, Honolulu, HI 96813, which is also the mailing address of the firm. An additional office of the firm is in Kahului, Maui, HI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (808) 585-7788 or by fax (808) 585-7784. The normal business hours are 6 am - 4 pm on Monday - Friday. You can find more information about the New York firm at mywealthjar.com.