K
Kuleana Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$95,566,243
Clients
23
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$4,155,054
About
Kuleana Wealth Advisors provides integrated financial planning and investment management to individual investors, trusts, estates and charitable organizations. The firm delivers ongoing wealth advisory relationships that combine goal-based planning, portfolio design and implementation, periodic reviews, and coordination with clients’ other professionals, and it operates on a fee-only basis without acting as custodian.
Investment guidance is built from a financial plan and the client’s risk profile, with portfolios typically constructed from low-cost mutual funds and ETFs and, where appropriate, individual securities or private investments; the firm implements and rebalances portfolios to align with stated objectives. While the firm offers discretionary management, the majority of its reported assets are managed non-discretionarily and it also maintains a client-traded, non-discretionary service for investors who wish to participate in execution under professional guidance.
As of December 31, 2025 the firm reported about $95.5 million in assets, unusually concentrated in nondiscretionary accounts (approximately $80.1 million), a profile that is uncommon among independent advisory firms. The firm also provides educational workshops—generally pro bono or sponsored—and may engage unaffiliated subadvisors as part of its implementation, combining client education and collaborative implementation in a way that differs from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
General retirement planning
Tax strategies for small businesses
Wealth management
Passive / index investing
Fee options
Fixed fee financial planning services starting at $5,000, based on complexity and scope
$0 - $1,000,000: Included in minimum fee for Wealth Advisory Services; 1.00% for Investment Management Services; 0.50% for Client-Traded Investment Services $1,000,000 - $2,000,000: 0.60% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.30%
Hourly financial planning rate of $400 per hour
Minimum fee: Minimum quarterly advisory fee of $2,500 for Wealth Advisory and Investment Management Services; minimum quarterly fee of $1,250 for Client-Traded Investment Services Fee-only: Firm is strictly fee-only; no commissions or referral fees accepted.
Main office location
Kuleana Wealth Advisors
164 Main Street, Suite 210
Los Altos CA 94022, United States
Number of offices
1
Most active in
Kuleana Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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