Kondo Wealth Advisors, Inc.

Kondo Wealth Advisors, Inc. (CRD# 175347) is a financial advisory firm headquartered in Pasadena, CA. They manage $132,914,518 in 968 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    968
    ACCOUNTS
  • Average Account Value
    $137,308
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
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

Financial Advisors at Kondo Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Alan T. Kondo
CRD#: 2559091
300 N Lake Ave., Suite 920, Pasadena, CA 91101
96
Wealthminder
score

Alan Kondo (CRD# 2559091) is an Investment Advisor Representative working at Kondo Wealth Advisors, Inc. in Pasadena, CA and has over 22 years of experience in the finance industry. Alan Kondo 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
Akemi K. Dalvi
CRD#: 5617765
300 N Lake Ave., Suite 920, Pasadena, CA 91101
93
Wealthminder
score

Akemi Dalvi (CRD# 5617765) is an Investment Advisor Representative working at Kondo Wealth Advisors, Inc. in Pasadena, CA and has over 7 years of experience in the finance industry.

3
Joanie R. Morioka
CRD#: 4834264
300 N Lake Ave., Suite 920, Pasadena, CA 91101
93
Wealthminder
score

Joanie Morioka (CRD# 4834264) is an Investment Advisor Representative working at Kondo Wealth Advisors, Inc. in Pasadena, CA and has over 13 years of experience in the finance industry.

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