WEALTHJAR INVESTMENT ADVISORY, LLC
SEC Form ADV profile.
Total regulatory AUM
$6,433,752
Discretionary
$6,433,752
Non-discretionary
$0
Firm details
- CRD number
- 288484
- SEC file number
- 801-110823
- Main office
- HONOLULU, HI, United States
- Employees
- 11
- SEC status
- Approved
- Website
- HTTP://WWW.MYWEALTHJAR.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.