HONEST WEALTH LLC

HONEST WEALTH LLC of IRVINE, CA is an SEC-registered investment adviser (CRD 284735). Regulatory assets under management: $16.4M.

Registration

• CRD: 284735
• Type: Registered investment adviser
• Location: 9841 IRVINE CENTER DRIVE, IRVINE, CA, 92618
• Phone: 949-346-6854
• Latest filing: 2026-03-11
• Regulatory AUM: $16.4M
• Discretionary AUM: $16.4M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284735 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search