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- Custodian
- Assetmark · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-23-2022
- Office Locations
- 1
Office Locations
About Akamai Wealth Management, LLC
Akamai Wealth Management, LLC is a Kailua, HI wealth management firm offering financial planning and portfolio management for individuals, including entrepreneurs, with retirement, estate/legacy planning, and insurance support. Investment approach centers on risk-managed asset allocation with a fixed-income bias, complemented by ETFs and mutual funds. Clients get 24/7 account and document access via Generational Vault.
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Owner & Executives
DANIEL JAMES TURNER
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Principal Advisor
- CRD
- #1429124
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $888,634 | -- |
| Total | $888,634 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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