# KULEANA WEALTH ADVISORS

KULEANA WEALTH ADVISORS of LOS ALTOS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154028
- Type: SEC-registered investment adviser
- Location: 164 MAIN STREET, LOS ALTOS, CA, 94022
- Phone: 650-917-9333
- Latest filing: 2026-03-27
- Regulatory AUM: $95.6M
- Discretionary AUM: $15.4M
- Non-discretionary AUM: $80.1M
- Clients: 1
- Accounts: 138

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154028/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154028/similar
- Related entities: https://search.stillhousedata.com/firm/154028/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154028

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.