Hedge Fund
    SEC Registered
    Manages Private Funds

    Wealthjar Investment Advisory, LLC

    Registered investment advisor · Honolulu, Hawaii · CRD #288484

    Assets Under Management
    $6M
    Client Accounts
    106
    Employees
    11
    CRD Number
    288484
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Wealthjar Investment Advisory, LLC

    Wealthjar Investment Advisory, LLC is a SEC-registered investment advisory firm headquartered in Honolulu, Hawaii, managing approximately $6M in regulatory assets across 106 client accounts. The firm's full regulatory record is filed with the SEC under CRD #288484.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Wealthjar Investment Advisory, LLC

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    Frequently Asked Questions

    What is Wealthjar Investment Advisory, LLC's AUM?

    Wealthjar Investment Advisory, LLC reports approximately $6M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Wealthjar Investment Advisory, LLC headquartered?

    Wealthjar Investment Advisory, LLC is headquartered in Honolulu, Hawaii.

    What is Wealthjar Investment Advisory, LLC's CRD number?

    Wealthjar Investment Advisory, LLC's CRD number is 288484. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Wealthjar Investment Advisory, LLC manage?

    Wealthjar Investment Advisory, LLC manages approximately 106 client accounts according to its latest SEC filing.

    Is Wealthjar Investment Advisory, LLC SEC registered?

    Yes, Wealthjar Investment Advisory, LLC is registered with the SEC as an investment adviser with an approved registration status.

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