Kondo Wealth Advisors Inc

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Assets, Funds, Holdings

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Kondo Wealth Advisors Inc
CRD #175347
SEC #801-96308
CIK #
AUM $263.8 MM (2024-03-27)
Employees 7 (29% Investors, 29% Brokers)
Phone626-449-7783
Address921 East Green Street
Pasadena, CA 91106
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 283 78.0
(b) Individuals (high net worth individuals) 114 180.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 0.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 4.8
(n) Other 0 0.0
Total 1,115 263.8
By Discretionary
Discretionary 1,115 263.8
Non-Discretionary 0 0.0
Total 1,115 263.8
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 263.2
Total 1,115 263.8
Comparable Firms State AUM ($BB)
Missionpoint Partners LLC
CT 0.3
Tagstone Capital Inc
NC 0.3
Tiempo Capital Partners LLC
FL 0.3
Intrack Investment Management Inc
VT 0.3
Wealth Advisors Northwest LLC
OR 0.3
Odyssey Personal Financial Advisors LLC
GA 0.3
Watershed Private Wealth LLC
IL 0.3
Asset Preservation Group Inc
TX 0.3
Hamrick Investment Counsel LLC
WA 0.3
Promontory Financial Planning LLC
UT 0.3
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