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).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • 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
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

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.

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