WEALTHJAR INVESTMENT ADVISORY, LLC
Adviser information for WEALTHJAR INVESTMENT ADVISORY, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Hawaii, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 105 | $4.4M |
| Non-Discretionary | 0 | $0 |
| Total | 105 | $4.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 68 | $4.4M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)ADMINISTRATIVE SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-110823 |
|---|---|
| SEC ERA File Number | 801-110823 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288484 |
| Legal Entity Identifier | None |
Principal Office
1099 ALAKEA ST.SUITE 2510
HONOLULU
HI
United States
Monday - Friday, 6 AM - 4 PM
Tel: (808) 585-7788, Fax: (808) 585-7784
Chief Compliance Officer
BONNIE F. RICE
MANAGING MEMBER
1099 ALAKEA ST.
SUITE 2510
HONOLULU
CA
United States
Tel:
808-585-7788
Fax:
808-585-7784
B*****@*********************M
(Full email address available in API data)
Regulatory Contact
OREST SAIKEVYCH
CHIEF INVESTMENT OFFICER
1099 ALAKEA STREET
SUITE 2510
HONOLULU
HI
United States
Tel:
808-585-7788
O****@*********************M
(Full email address available in API data)
Industry Affiliates
| THE RICE PARTNERSHIP, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THE RICE PARTNERSHIP, LLC | Domestic Entity | – | SOLE MEMBER | 04/2017 | > 75% |
| RICE, BONNIE, FLOWER | Individual | – | CCO/OWNER | 04/2017 | > 75% |
| BONNIE F. RICE, TTEE OF THE BONNIE F. RICE TRUST DATED DECEMBER 17, 1992 | Domestic Entity | – | OWNER | 12/2018 | > 75% |