Kuleana Wealth Advisors
Kuleana Wealth Advisors (CRD# 154028) is a financial advisory firm headquartered in Los Altos, CA. They manage $65,996,507 in 134 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management66MILLION
-
Total Number of Accounts134ACCOUNTS
-
Average Account Value$492,511
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Kuleana Wealth Advisors
1
Cynthia Gaertner-Bridges (CRD# 5676509) is an Investment Advisor Representative working at Kuleana Wealth Advisors in Los Altos, CA and has over 14 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.