CRD: 288484
Wealthjar Investment Advisory, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-18-2017
- Office Locations
- 3
Office Locations
About Wealthjar Investment Advisory, LLC
WealthJar Investment Advisory, LLC is an independent, SEC-registered RIA based in Honolulu, HI providing financial planning and discretionary portfolio management. The firm focuses on asset allocation and portfolio construction using public funds such as mutual funds and ETFs, with an emphasis on ESG/socially responsible investing and fixed income. Client access is via a password-protected portal intended for referrals and existing clients, and it supports Schwab custody.
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Owner & Executives
BONNIE FLOWER RICE
Chief Compliance Officer, Owner
- CRD
- #1418208
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
SARAH ELIZABETH KEHAUNANI BREDHOFF
PARTNER, Senior Wealth Manager
- CRD
- #3150865
OREST VICTOR SAIKEVYCH
Advisor, Chief Investment Officer
- CRD
- #4595379
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,433,752 | $60,696 |
| Non-Discretionary | $0 | -- |
| Total | $6,433,752 | $60,696 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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