Sedai Wealth Partners LLC

Sedai Wealth Partners LLC (CRD# 288028) is a financial advisory firm headquartered in Irvine, CA. They manage $16,120,384 in 137 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
530 Technology Dr, Ste 100, Irvine, CA 92618
https://www.facebook.com/sedaiwealth
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $117,667
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Sedai Wealth Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jared Tanimoto, financial advisor Irvine CA
Jared T. Tanimoto
CRD#: 5831744
530 Technology Dr, Ste 100, Irvine, CA 92618

Jared Tanimoto (CRD# 5831744) is an Investment Advisor Representative working at Sedai Wealth Partners LLC in Irvine, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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