KONDO WEALTH ADVISORS, INC
CRD #175347 SEC #801-96308 PASADENA, CA 626-449-7783
SEC Registered Broker-Dealer
Total AUM
$306.4M
Discretionary
$306.4M
Employees
8
Clients
10
Accounts
1,108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $306.4M | $306.4M | $0 | 8 | 6 |
| Mar 2024 | $263.8M | $263.8M | $0 | 7 | 5 |
| Mar 2023 | $230.6M | $230.6M | $0 | 8 | 0 |
| Sep 2022 | $251M | $251M | $0 | 8 | 1 |
| Mar 2022 | $251M | $251M | $0 | 8 | 1 |
| Nov 2021 | $205.9M | $205.9M | $0 | 8 | 6 |
| Sep 2021 | $205.9M | $205.9M | $0 | 8 | 6 |
| Sep 2021 | $205.9M | $205.9M | $0 | 8 | 6 |
| Mar 2021 | $205.9M | $205.9M | $0 | 8 | 6 |
| Jun 2020 | $191.3M | $191.3M | $0 | 9 | 6 |
| Mar 2020 | $191.3M | $191.3M | $0 | 9 | 6 |
| Mar 2019 | $163M | $151.9M | $11.1M | 8 | 1 |
| Nov 2018 | $172.6M | $0 | $172.6M | 8 | 1 |
| May 2018 | $172.6M | $0 | $172.6M | 8 | 1 |
| Mar 2018 | $172.6M | $0 | $172.6M | 8 | 1 |
| Nov 2017 | $159M | $0 | $159M | 8 | 2 |
| Oct 2017 | $159M | $0 | $159M | 8 | 2 |
| Oct 2017 | $159M | $0 | $159M | 8 | 2 |
| Feb 2017 | $148.5M | $0 | $148.5M | 8 | 300 |
| Aug 2016 | $132.9M | $0 | $132.9M | 7 | 300 |
| Aug 2016 | $132.9M | $0 | $132.9M | 7 | 300 |
| Aug 2016 | $132.9M | $0 | $132.9M | 7 | 300 |
| Mar 2016 | $132.9M | $0 | $132.9M | 7 | 300 |
| May 2015 | $137.7M | $0 | $137.7M | 7 | 300 |
DateMar 2025
Total AUM$306.4M
Discretionary$306.4M
Non-Disc.$0
Employees8
Clients6
DateMar 2024
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees7
Clients5
DateMar 2023
Total AUM$230.6M
Discretionary$230.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2022
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees8
Clients1
DateMar 2022
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees8
Clients1
DateNov 2021
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees8
Clients6
DateSep 2021
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees8
Clients6
DateSep 2021
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees8
Clients6
DateMar 2021
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees8
Clients6
DateJun 2020
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees9
Clients6
DateMar 2020
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees9
Clients6
DateMar 2019
Total AUM$163M
Discretionary$151.9M
Non-Disc.$11.1M
Employees8
Clients1
DateNov 2018
Total AUM$172.6M
Discretionary$0
Non-Disc.$172.6M
Employees8
Clients1
DateMay 2018
Total AUM$172.6M
Discretionary$0
Non-Disc.$172.6M
Employees8
Clients1
DateMar 2018
Total AUM$172.6M
Discretionary$0
Non-Disc.$172.6M
Employees8
Clients1
DateNov 2017
Total AUM$159M
Discretionary$0
Non-Disc.$159M
Employees8
Clients2
DateOct 2017
Total AUM$159M
Discretionary$0
Non-Disc.$159M
Employees8
Clients2
DateOct 2017
Total AUM$159M
Discretionary$0
Non-Disc.$159M
Employees8
Clients2
DateFeb 2017
Total AUM$148.5M
Discretionary$0
Non-Disc.$148.5M
Employees8
Clients300
DateAug 2016
Total AUM$132.9M
Discretionary$0
Non-Disc.$132.9M
Employees7
Clients300
DateAug 2016
Total AUM$132.9M
Discretionary$0
Non-Disc.$132.9M
Employees7
Clients300
DateAug 2016
Total AUM$132.9M
Discretionary$0
Non-Disc.$132.9M
Employees7
Clients300
DateMar 2016
Total AUM$132.9M
Discretionary$0
Non-Disc.$132.9M
Employees7
Clients300
DateMay 2015
Total AUM$137.7M
Discretionary$0
Non-Disc.$137.7M
Employees7
Clients300