3D WEALTH ADVISORS, INC.
3D WEALTH ADVISORS, INC. of HONOLULU, HI is an SEC-registered investment adviser (CRD 144765). Regulatory assets under management: $118.1M.
Registration
- CRD: 144765
- SEC file number: 801-111861
- Type: Registered investment adviser
- Location: 201 MERCHANT STREET, SUITE 909, HONOLULU, HI, 96813
- Phone: 808-791-1444
- Latest filing: 2019-03-30
- Regulatory AUM: $118.1M
- Non-discretionary AUM: $118.1M
- Clients: 2
- Accounts: 456
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| TUCKER MICHELLE HEIDI | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Pate Wendy K | CHIEF COMPLIANCE OFFICER | — |
| PATE WENDY KIMBERLY | CHIEF COMPLIANCE OFFICER | — |
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