A
$1.4M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
2 Employees
23 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
2390 Crenshaw Blvd Suite E508 Torrance CA
About Aihara Wealth Management LLC
Aihara Wealth Management LLC is a Torrance-based RIA. The firm has been operating for 2 years. Managing $1.4M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$1.4M AVG AUM / ADVISOR
$62.1K AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Blair Kiyotaka Aihara
Chief Compliance Officer, Managing Member
- CRD
- #7203757
- Ownership
- 75% or more
Available
Available
Available
Michelle Kim
Mortgage Consultant
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,429,237 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,429,237 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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