Kuleana Wealth Advisors

Kuleana Wealth Advisors (CRD# 154028) is a financial advisory firm headquartered in Los Altos, CA. They manage $54,163,856 in 159 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $340,653
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
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

Financial Advisors at Kuleana Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Cynthia M. Gaertner-Bridges
CRD#: 5676509
164 Main Street, Suite 210, Los Altos, CA 94022
96
Wealthminder
score

Cynthia Gaertner-Bridges (CRD# 5676509) is an Investment Advisor Representative working at Kuleana Wealth Advisors in Los Altos, CA and has over 7 years of experience in the finance industry. Cynthia Gaertner-Bridges 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.

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