Wealthjar Investment Advisory, LLC
Wealthjar Investment Advisory, LLC is an SEC-registered ria in Honolulu, HI with $6.4M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Wealthjar Investment Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288484, SEC 801-110823, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $6.4M (2026-04-28)
- Firm type
- Ria
- Location
- Honolulu, HI
- Employees
- 11
- Clients
- 46
- CRD
- 288484
- Ownership
- THE RICE PARTNERSHIP, LLC; RICE, BONNIE, FLOWER; BONNIE F. RICE, TTEE OF THE BONNIE F. RICE TRUST DATED DECEMBER 17, 1992
How much AUM does Wealthjar Investment Advisory, LLC have?
Wealthjar Investment Advisory, LLC reported $6.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Wealthjar Investment Advisory, LLC?
Disclosed owners and executives of Wealthjar Investment Advisory, LLC include THE RICE PARTNERSHIP, LLC, RICE, BONNIE, FLOWER, BONNIE F. RICE, TTEE OF THE BONNIE F. RICE TRUST DATED DECEMBER 17, 1992. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.