Wealthjar Investment Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Honolulu, HI. Its latest Form ADV filing, dated April 28, 2026, reports $6M in regulatory assets under management, 11 employees, 3 offices, and 106 accounts.
Assets Under Management
$6M
Employees
11
Offices
3 offices
Total Clients
46
Primary office
HONOLULU, HI
1099 ALAKEA ST., SUITE 2510, HONOLULU, HI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6Mas of April 28, 2026
Discretionary100.0%
$6M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6M
Total Accounts106
10Y AUM Change+$6M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee4:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.