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| Kondo Wealth Advisors Inc
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|---|---|
| CRD # | 175347 |
| SEC # | 801-96308 |
| CIK # | 0002070929 |
| AUM | 365.1 M (2026-03-10) |
| Employees | 8 (25% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 626-449-7783 |
| Address | 921 East Green Street Pasadena, CA 91106 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.3 | ||
| Cathay General Bancorp | 2.5 | ||
| Nvidia Corp | 1.7 | ||
| Amazon Com Inc | 1.2 | ||
| Carvana Co | 1.2 | ||
| Microsoft Corp | 1.0 | ||
| United Parcel Service Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 97.2 |
| (b) Individuals (high net worth individuals) | 119 | 259.5 |
| (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 | 2.8 |
| (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 | 5.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,113 | 365.1 |
| By Discretionary | ||
| Discretionary | 1,113 | 365.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,113 | 365.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 364.7 | |
| Total | 1,113 | 365.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002070929] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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Beaumont Asset Management LLC
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Regimen Wealth LLC
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|
My Personal CFO LLC
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|
Shelton Wealth Management LLC
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|
Invenio Wealth Partners LLC
✚
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