A
Aihara Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,429,237
Clients
23
0% high-net worth
Advisors
1
of 2 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
LowAverage account size
$62,141
About
The firm provides discretionary and non‑discretionary asset management, comprehensive financial planning and limited-topic consulting, and issues educational periodicals and newsletters. It serves primarily high‑net‑worth individuals as well as trusts, estates, charitable organizations and business entities, and the brochure does not identify non‑HNW individual clients; the firm manages about $1.43 million across 23 client relationships.
Portfolios are constructed to reflect each client’s goals, time horizon and risk tolerance, with a focus on fundamental analysis, long‑term holdings and periodic rebalancing; clients may grant discretionary trading authority or retain approval of each transaction. Account reviews are performed at least quarterly by the firm’s chief compliance officer, and the firm names Altruist Financial LLC and Charles Schwab & Co., Inc. as recommended custodians.
A notable feature is the firm principal’s affiliated tax practice and separate insurance activities, through which the firm offers tax preparation/planning and insurance solutions; the brochure discloses that roughly 85% of the principal’s time is spent on those outside activities and that separate compensation may be received. The firm’s small scale, the presence of an affiliated law/tax business and the issuance of educational newsletters distinguish it from most supported peers, and the brochure notes procedures to disclose and mitigate resulting conflicts of interest.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
General retirement planning
Tax-loss harvesting
General tax planning
Life insurance needs analysis
Occupation focus
Executive
Fee options
Financial planning fixed fees from $3,500 to $15,000
$0 - $100,000: 1.25% annually $100,001 - $500,000: 1.22% annually $500,001 - $1,000,000: 1.15% annually $1,000,001+: 1.10% annually
Investment Advisor Representatives may receive commissions from sales of insurance products as licensed insurance agents
Hourly consultation services at $250 per hour
Account minimum: $100,000 Fee-only: Financial planning fixed fees between $3,500 and $15,000; hourly fees at $250 per hour
Main office location
Aihara Wealth Management LLC
2390 Crenshaw Blvd, Suite E508
Torrance CA 90501, United States
Number of offices
1
Most active in
Aihara Wealth Management LLC 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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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.
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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.
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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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