KULEANA WEALTH ADVISORS

KULEANA WEALTH ADVISORS of LOS ALTOS, CA is an SEC-registered investment adviser (CRD 154028). Regulatory assets under management: $95.6M.

Registration

• CRD: 154028
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search