3d Wealth Advisors, Inc.
3d Wealth Advisors, Inc. (CRD# 144765) is a financial advisory firm headquartered in Honolulu, HI. They manage $108,923,958 in 429 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management109MILLION
Total Number of Accounts429ACCOUNTS
Average Account Value$253,902
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Michelle Tucker (CRD# 3237731) is an Investment Advisor Representative working at 3d Wealth Advisors, Inc. in Honolulu, HI and has over 18 years of experience in the finance industry. Michelle Tucker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.