Honu Wealth Management

Honu Wealth Management (CRD# 142563) is a financial advisory firm headquartered in Sunnyvale, CA. They manage $101,379,255 in 277 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $365,990
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, TX

Financial Advisors at Honu Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Tom P. Chun
CRD#: 4722056
Sunnyvale, CA

Tom Chun (CRD# 4722056) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 19 years of experience in the finance industry.

2
Phillip G. Conlon
CRD#: 2255031
Sunnyvale, CA

Phillip Conlon (CRD# 2255031) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 31 years of experience in the finance industry.

3
Stephen J. Sustrick
CRD#: 4585173
Sunnyvale, CA

Stephen Sustrick (CRD# 4585173) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 21 years of experience in the finance industry.

4
Garth A. Williams
CRD#: 2431442
Sunnyvale, CA

Garth Williams (CRD# 2431442) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 30 years of experience in the finance industry.

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