MASUDA LEHRMAN WEALTH

MASUDA LEHRMAN WEALTH is an SEC-registered investment adviser (CRD 329201). Regulatory assets under management: $6.5M.

Registration

• CRD: 329201
• Type: Registered investment adviser
• Phone: (808) 217-3982
• Latest filing: 2026-02-24
• Regulatory AUM: $6.5M
• Non-discretionary AUM: $6.5M
• Clients: 1
• Accounts: 46

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 329201 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search