$6.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
2 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2024
- Office Locations
- 1
Office Locations
-- Honolulu HI
About Masuda Lehrman Wealth
Masuda Lehrman Wealth is a fee-only fiduciary financial planning and investment management firm led by CFP Daniel Masuda Lehrman, serving retirement and inherited-wealth clients in Honolulu and virtually nationwide. The practice covers taxes, estate/insurance planning (no commissions), and portfolio construction with ongoing rebalancing. Clients access portfolios via Betterment and planning through RightCapital.
Team overview
31 AVG AGE
$6.5M AVG AUM / ADVISOR
$129.6K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Daniel Lehrman
Chief Compliance Officer, Founder, Owner
- CRD
- #6385412
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,477,991 | -- |
| Total | $6,477,991 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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