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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- ValueOak oak
- Established Date
- 09-17-2009
- Office Locations
- 3
Office Locations
About Honu Wealth Management
Honu Wealth Management is a California (Bay Area) RIA focused on long-term wealth planning, including legacy and charitable transfer strategies and planning for in-home or nursing care needs. The team provides financial planning, portfolio construction and investment management, often using mutual funds and ETFs in an asset-allocation approach. Works with business owners and entrepreneurs; founder is a CFP and CCO and the firm custodians with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GARTH ALAN WILLIAMS
Certified Financial Planner, Chief Compliance Officer, Owner
- CRD
- #2431442
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TOM PASONG CHUN
Financial Advisor
- CRD
- #4722056
STEPHEN JOSEPH SUSTRICK
--
- CRD
- #4585173
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,979,943 | $524,365 |
| Non-Discretionary | $770,797 | $385,399 |
| Total | $161,750,740 | $523,465 |
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Separately Managed Accounts
Total SMA Asset: $161,750,740
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $456,638,519 | 13.6% |
| Equity - Exchange | $1,245,683,019 | 37.1% |
| Cash | $641,308,508 | 19.1% |
| Municipal Bonds | $678,242,506 | 20.2% |
| Other | $335,763,617 | 10.0% |
| Total | $3,357,636,169 | 100.0% |