CRD: 284735
Honest Wealth LLC
Irvine, CA, 92618
9493466854
$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company · John Hancock · Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-18-2016
- Office Locations
- 1
Office Locations
9841 Irvine Center Drive Suite 140 Irvine CA
About Honest Wealth LLC
Honest Wealth LLC is a Irvine-based RIA. The firm has been operating for 9 years. Managing $16.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and John Hancock. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$16.4M AVG AUM / ADVISOR
$566.3K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Horizon timber Matrix catalyst
Investment Themes
Vital Element Pathway bridge
Investment Vehicles
Delta
Platform
Timber insight
Services
Catalyst Matrix Timber Wave horizon Meridian Oak Ridge prime Meridian fusion Matrix beacon
Owner & Executives
Y
YOHEI FUKUDA
Chief Compliance Officer, Managing Member
- CRD
- #5139557
- Ownership
- 75% or more
(392) 822-4430
element.vertex@oakcapital.com
in linkedin.com/in/value-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,421,329 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,421,329 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,421,329
Public Funds:
22.0% Cash:
41.1% Equity - Exchange:
36.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $595,637,671 | 22.0% |
| Cash | $1,112,759,468 | 41.1% |
| Equity - Exchange | $999,046,821 | 36.9% |
| Total | $2,707,443,960 | 100.0% |