CRD: 154028
Kuleana Wealth Advisors
LOS Altos, CA, 94022
6509179333
$95.6M Total AUM
$15.4M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-25-2010
- Office Locations
- 1
Office Locations
164 Main Street Suite 210 LOS Altos CA
About Kuleana Wealth Advisors
Kuleana Wealth Advisors is a LOS Altos-based RIA. The firm has been operating for 15 years. Managing $95.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$95.6M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Bridge Element Wave Catalyst insight
Investment Themes
Atlas Timber alpha
Investment Vehicles
Quantum Frontier
Services
Crest Pioneer Alpha Vector Optima
Owner & Executives
C
CYNTHIA MARIE GAERTNER-BRIDGES
Chief Compliance Officer, Managing Member
- CRD
- #5676509
- Ownership
- 75% or more
(795) 765-2361
bridge.zenith@summitcapital.com
in linkedin.com/in/capital-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,439,982 | -- |
| Non-Discretionary | $80,126,261 | -- |
| Total | $95,566,243 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,566,243
Public Funds:
10.8% Cash:
18.4% Equity - Exchange:
30.1% U.S. Government/Agency:
40.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $536,563,116 | 10.8% |
| Cash | $914,144,568 | 18.4% |
| Equity - Exchange | $1,495,421,277 | 30.1% |
| U.S. Government/Agency | $2,022,048,039 | 40.7% |
| Total | $4,968,177,000 | 100.0% |