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Building 23D WEALTH ADVISORS, INC.

Map pinHONOLULU, HI
Phone808-791-1444
NotebookSEC #801-111861
Total AUM
$118.1M
Employees
2
Clients
151

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 MERCHANT STREET, SUITE 909
HONOLULU
HI 96813
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
808-791-1444

ReceiptFinancials

Total AUM
$118.1M
Accounts
456
Discretionary
$0
Accounts
0
Non-Discretionary
$118.1M
Accounts
456

ContactClients

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Individual Clients
115
AUM
$62.9M
HNW Individual Clients
35
AUM
$54.3M
Pension/Profit Sharing Plan Clients
1
AUM
$939.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
HI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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