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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kondo Wealth Advisors Inc
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|---|---|
| CRD # | 175347 |
| SEC # | 801-96308 |
| CIK # | 0002070929 |
| AUM | $306.4 M (2025-03-14) |
| Employees | 8 (25% Investors, 25% Brokers) |
| Phone | 626-449-7783 |
| Address | 921 East Green Street Pasadena, CA 91106 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.6 | ||
| Cathay General Bancorp | 2.4 | ||
| Nvidia Corp | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| Carvana Co | 1.3 | ||
| Amazon Com Inc | 1.2 | ||
| Walt Disney Co | 0.9 | ||
| United Parcel Service Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 284 | 114.8 |
| (b) Individuals (high net worth individuals) | 90 | 186.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,108 | 306.4 |
| By Discretionary | ||
| Discretionary | 1,108 | 306.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,108 | 306.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 306.0 | |
| Total | 1,108 | 306.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002070929] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Benefit Advisors LLC
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|
TX | 0.3 |
|
Everest Management Corp
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|
CA | 0.3 |
|
Buttonwood Wealth LLC
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|
VA | 0.3 |
|
Kleinfelder Capital Inc
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|
OH | 0.3 |
|
Scala Capital LLC
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|
FL | 0.3 |
|
Brady Family Wealth LLC
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|
MO | 0.3 |
|
Cottonwood Capital Advisors LLC
✚
|
UT | 0.3 |
|
Lodestone Wealth Management LLC
✚
|
WA | 0.3 |
|
Ndure Global LLC
✚
|
0.3 | |
|
Northbridge Financial Group LLC
✚
|
FL | 0.3 |