Wealthjar Investment Advisory, LLC
● SEC registered since 2017CRD 288484SEC# 801-110823Honolulu, HI
Reg. AUM
$6.4M
Employees
11
Accounts
106
Location
Honolulu, HI
Wealthjar Investment Advisory, LLC assets under management
Wealthjar Investment Advisory, LLC is an SEC-registered investment adviser based in Honolulu, HI. The firm has been registered since 2017. It reports $6.4 million in regulatory assets under management and employs 11 people.
Wealthjar Investment Advisory, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie F. Rice, Ttee of the Bonnie F. Rice Trust Dated December 17, 1992 Control | Owner | Over 75% | 2018 |
| Bonnie Flower Rice Control | Cco/Owner | Over 75% | 2017 |
| The Rice Partnership, LLC Control | Sole Member | Over 75% | 2017 |
Frequently asked questions
How much does Wealthjar Investment Advisory, LLC manage?
Wealthjar Investment Advisory, LLC reports $6.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealthjar Investment Advisory, LLC have?
Wealthjar Investment Advisory, LLC reports 11 employees.
Where is Wealthjar Investment Advisory, LLC located?
Wealthjar Investment Advisory, LLC is based in Honolulu, HI and has been SEC-registered since 2017.
Does Wealthjar Investment Advisory, LLC disclose fund performance?
Wealthjar Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1099 Alakea St., Suite 2510, Honolulu, HI 96813 |
| Phone | (808) 585-7788 |
| Fax | (808) 585-7784 |
| Office hours | 6 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.4M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$6.4Mregulatory AUM
Discretionary $6.4M