$365.1M Total AUM
$365.1M Disc. AUM
17.1% 3Y CAGR
8 Employees
364 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- ElementTimber +more
- Established Date
- 05-20-2015
- Office Locations
- 1
Office Locations
921 East Green Street Pasadena CA
About Kondo Wealth Advisors, INC
Kondo Wealth Advisors is an independent, fiduciary RIA in the greater Los Angeles area providing comprehensive financial planning and discretionary wealth management for families and individual investors, often across generations. Portfolios are built primarily with mutual funds and ETFs. Custody relationships include Charles Schwab and Fidelity. CEO Akemi Kondo Dalvi (CPA/PFS, CFP) has been an AICPA Personal Financial Planning featured speaker (2021-2024).
Team overview
-- AVG AGE
$182.5M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
11 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
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Asset Classes
Zenith momentum Optima matrix Quantum optima North momentum Unison pioneer Insight
Client Personas
Unison
Custodian
Unison Meridian Meridian harbor Peak Capital zenith Frontier North ember Timber Legacy Fusion signal Element
Fund Managers
Frontier
Investment Themes
Delta insight Summit element Ember vertex Quantum vector
Investment Vehicles
Focus peak Optima
Platform
Catalyst bridge Wave Focus momentum Unison
Services
Atlas fusion Ember wave Focus Radial atlas Element Foundation Pathway meridian Oak unison Oak Horizon
Technology
Matrix Legacy radial Oak Momentum Zenith Frontier
Owner & Executives
A
AKEMI KONDO DALVI
Chief Executive Officer
- CRD
- #5617765
- Ownership
- 75% or more
(808) 397-2936
harbor.alpha@capitalcapital.com
in linkedin.com/in/radial-quantum
J
JOANIE RYOKO MORIOKA
Chief Compliance Officer
- CRD
- #4834264
- Ownership
- Less than 5%
(490) 829-2833
vector.momentum@bridgecapital.com
in linkedin.com/in/frontier-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $365,077,914 | $328,013 |
| Non-Discretionary | $0 | -- |
| Total | $365,077,914 | $328,013 |
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Separately Managed Accounts
Total SMA Asset: $365,077,914
Public Funds:
12.1% Equity - Exchange:
9.9% U.S. Government/Agency:
30.0% Cash:
15.8% Corporate - Investment Grade:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $858,231,596 | 12.1% |
| Equity - Exchange | $702,189,488 | 9.9% |
| U.S. Government/Agency | $2,127,846,933 | 30.0% |
| Cash | $1,120,666,052 | 15.8% |
| Corporate - Investment Grade | $2,283,889,042 | 32.2% |
| Total | $7,092,823,111 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST PRIME | UNISON WAVE | 6HE1ZIOH3 | ZIFYA | 1.09% | $117,042,475 |
| CAPITAL SUMMIT EAGLE | PEAK FOUNDATION | E2JYROEBJ | NSZUP | 10.97% | $118,337,900 |
| BRIDGE LEGACY EMBER | FOCUS MOMENTUM | 9MICZKU5C | HGC | 7.37% | $79,507,123 |
| OAK UNISON BRIDGE | HARBOR EMBER | HJX6BTP1Y | INKM | 4.91% | $32,757,987 |
| GLACIER MATRIX | FOUNDATION SUMMIT | 33EZCQW8U | CKI | 10.83% | $28,382,537 |
| HORIZON ALPHA MATRIX | ATLAS SIGNAL | MCHU9VKP7 | RLXYP | 0.70% | $81,721,677 |
| BRIDGE ALPHA | VITAL VERTEX | 7GQTOFD5Y | POI | 4.17% | $27,291,720 |
| RIDGE VALUE | MATRIX QUANTUM | UQFEYWNQV | AJED | 11.80% | $97,490,011 |