This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-29-1999
- Office Locations
- 1
Office Locations
About Robert Priske, LLC
Honolulu-based RIA Robert Priske, LLC provides independent, impartial wealth management for Hawaii businesses, individuals, and families, combining full-service financial planning with discretionary investment management. Portfolios use ETFs and mutual funds and are custodied with Charles Schwab.
Reported data analysis
What the numbers show
Between October 1, 2025 and March 6, 2026, reported AUM increased 38.3%, from $159.1M to $219.9M.
Across 5 reported observations, AUM increased 67.9% between February 11, 2022 and March 6, 2026, from $131.0M to $219.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 163 clients, or 81.5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Robert Priske, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Robert Priske, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT DANIEL PRISKE
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #1185926
- Ownership
- 75% or more
ALLYSON K APO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,900,000 | $454,339 |
| Non-Discretionary | $0 | -- |
| Total | $219,900,000 | $454,339 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Robert Priske, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.