MAHALO ADVISORY SERVICES, LLC

MAHALO ADVISORY SERVICES, LLC is an SEC-registered investment adviser (CRD 144793). Regulatory assets under management: $3.1M.

Registration

• CRD: 144793
• Type: Registered investment adviser
• Phone: 714-465-3167
• Latest filing: 2026-03-27
• Regulatory AUM: $3.1M
• Non-discretionary AUM: $3.1M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search