Investment adviser · CRD 134998

KONDO WEALTH ADVISORS

Investment adviser filing (IA)

KONDO WEALTH ADVISORS, LLC

PASADENA, CA, United States · Form ADV filed Feb 6, 2015

Regulatory AUM
$138M
Form ADV · Item 5.F
Client accounts
966
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 6, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

300 N. LAKE AVE, SUITE 920
PASADENA, CA, 91101, United States

CRD 134998

Filing source

Form ADV 874228 · Feb 6, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.