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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2007
- Office Locations
- 1
Office Locations
About Mahalo Advisory Services, LLC
Mahalo Advisory Services is an independent California RIA focused on retirement income planning, tax-aware portfolio positioning, and planning-led advice for individuals and small business owners. The firm builds primarily ETF-based portfolios and offers personal tax reviews and business tax-savings guidance alongside ongoing wealth management. Custody is through Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 33 clients, or 33 clients per representative. That equates to $93.6K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Mahalo Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Julie Ruth Gibbs
Advisor, Co-Owner
- CRD
- --
- Ownership
- 50% but less than 75%
STEPHEN DAVID GIBBS
Chief Compliance Officer, Managing Member, President
- CRD
- #2660842
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,090,231 | -- |
| Total | $3,090,231 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Mahalo Advisory Services, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.