BAOBAB WEALTH MANAGEMENT

BAOBAB WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 333561). Regulatory assets under management: $70.4M.

Registration

• CRD: 333561
• Type: Registered investment adviser
• Phone: 808-738-2045
• Latest filing: 2026-01-28
• Regulatory AUM: $70.4M
• Discretionary AUM: $70.4M
• Clients: 2
• Accounts: 510

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 333561 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search