Kondo Wealth Advisors, Inc
Kondo Wealth Advisors, Inc is an SEC-registered wealth manager in Pasadena, CA with $365.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Kondo Wealth Advisors, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175347, SEC 801-96308, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $365.1M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Pasadena, CA
- Employees
- 8
- Clients
- 362
- CRD
- 175347
- Ownership
- MORIOKA, JOANIE, RYOKO; DALVI, AKEMI, KONDO; KONDO, ALAN, TADASHI
How much AUM does Kondo Wealth Advisors, Inc have?
Kondo Wealth Advisors, Inc reported $365.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Kondo Wealth Advisors, Inc?
Disclosed owners and executives of Kondo Wealth Advisors, Inc include MORIOKA, JOANIE, RYOKO, DALVI, AKEMI, KONDO, KONDO, ALAN, TADASHI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.