Honu Wealth Management

Honu Wealth Management (CRD# 142563) is a financial advisory firm headquartered in Sunnyvale, CA. They manage $49,359,072 in 177 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $278,865
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI, TX

Financial Advisors at Honu Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Tom P. Chun
CRD#: 4722056
1307 S Mary Ave, Suite 101, Sunnyvale, CA 94087
96
Wealthminder
score

Tom Chun (CRD# 4722056) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 12 years of experience in the finance industry. Tom Chun 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.

2
Garth A. Williams
CRD#: 2431442
1307 S Mary Ave, Suite 101, Sunnyvale, CA 94087
96
Wealthminder
score

Garth Williams (CRD# 2431442) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 22 years of experience in the finance industry. Garth Williams 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.

3
Stephen J. Sustrick
CRD#: 4585173
1307 S Mary Ave, Suite 101, Sunnyvale, CA 94087
93
Wealthminder
score

Stephen Sustrick (CRD# 4585173) is an Investment Advisor Representative working at Honu Wealth Management in Sunnyvale, CA and has over 14 years of experience in the finance industry.

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