Kobo Wealth Conservancy

Kobo Wealth Conservancy (CRD# 143654) is a financial advisory firm headquartered in Honolulu, HI. They manage $91,735,535 in 91 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $1,008,083
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, IL

Financial Advisors at Kobo Wealth Conservancy
Showing 1 - 3 of 3 top financial advisors.
1
Cristopher J. Borden
CRD#: 4781274
119 Merchant Street, Suite 610, Honolulu, HI 96813
93
Wealthminder
score

Cristopher Borden (CRD# 4781274) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 11 years of experience in the finance industry.

2
George Roberts
CRD#: 5475015
119 Merchant Street, Suite 610, Honolulu, HI 96813
93
Wealthminder
score

George Roberts (CRD# 5475015) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 9 years of experience in the finance industry.

3
Gregory D. Van Wyk
CRD#: 4603281
219 W. Carrillo Street, 2nd Floor, Santa Barbara, CA 93101
93
Wealthminder
score

Gregory Van Wyk (CRD# 4603281) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Santa Barbara, CA and has over 15 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.