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KULEANA WEALTH ADVISORS

CRD No. 154028 | California | RIA/Wealth Manager | Last Form ADV Filed on 25 Mar 2024 | Registration: State
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Kuleana Wealth Advisors, LLC is a financial planning and investment management firm that operates under the principle of kuleana, representing responsibility and good stewardship. The firm offers integrated financial planning services that align with clients' values and long-term goals. They design, implement, monitor, and rebalance investment portfolios based on client risk preferences and objectives. Kuleana Wealth Advisors follows a fiduciary standard, acting in the best interests of their clients, and is strictly fee-only, not accepting commissions or referral fees. The firm is owned by Cynthia Gaertner-Bridges, CFP®, who maintains controlling interest. As of December 31, 2023, Kuleana Wealth Advisors managed over $76.5 million in client assets, with $64.5 million in nondiscretionary accounts and over $12 million on a discretionary basis. The firm also provides educational workshops on various financial topics and may engage subadvisors to provide investment management services. Additionally, they offer retirement plan advice and rollovers, acting as fiduciaries to ensure recommendations are in the client's best interests. Clients must enter into a written agreement outlining services and fees, and the firm discloses any material conflicts of interest.

Identifying Information
CRD No.
154028
Latest Filing
25 Mar 2024
Form of Organization
Limited Liability Company
Legal Domicile
CA, United States
Registration
State
State Regulator Details
CA | APPROVED | 2010-08-25
Contact Details
Street Address
164 MAIN STREET, SUITE 210
City
LOS ALTOS
Postal Code
94022
Location
California, United States
Phone
000-000-0000
Company Information
Client Type Type Clients AUM
High net worth individuals 000 $0,000,000,000
Client Type with highest AUM
High net worth individuals
Proportion of Hedge Funds (by Gross Asset Value)
0%
Total Reg. AUM $76,583,242
Discretionary $12,046,126
Non-Discretionary $64,537,116
$76.58M
Employee Strength 1
1
No. of Accounts 136
Discretionary 44
Non-Discretionary 92
136

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Direct Owners
GAERTNER-BRIDGES, CYNTHIA, MARIE
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (75% or more)

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