WEALTHJAR INVESTMENT ADVISORY, LLC
CRD #288484 SEC #801-110823 HONOLULU, HI (808) 585-7788
SEC Registered
Total AUM
$5.3M
Discretionary
$5.3M
Employees
11
Clients
1
Accounts
113
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $5.3M | $5.3M | $0 | 11 | 0 |
| Mar 2025 | $5.3M | $5.3M | $0 | 11 | 0 |
| Mar 2024 | $4.4M | $4.4M | $0 | 9 | 0 |
| Sep 2023 | $3.3M | $3.3M | $0 | 7 | 0 |
| Mar 2023 | $3.3M | $3.3M | $0 | 7 | 0 |
| Mar 2023 | $3M | $3M | $0 | 7 | 0 |
| Jan 2023 | $3M | $3M | $0 | 7 | 0 |
| Jul 2022 | $3M | $3M | $0 | 7 | 0 |
| Mar 2022 | $3M | $3M | $0 | 7 | 0 |
| Sep 2021 | $2M | $2M | $0 | 6 | 0 |
| May 2021 | $2M | $2M | $0 | 6 | 0 |
| Mar 2021 | $2M | $2M | $0 | 6 | 0 |
| Jun 2020 | $1.6M | $1.6M | $0 | 6 | 1 |
| Mar 2020 | $1.6M | $1.6M | $0 | 6 | 1 |
| Nov 2019 | $921.9K | $921.9K | $0 | 6 | 2 |
| Apr 2019 | $921.9K | $921.9K | $0 | 6 | 2 |
| Mar 2019 | $921.9K | $921.9K | $0 | 6 | 2 |
| Oct 2018 | $800K | $800K | $0 | 7 | 0 |
| Mar 2018 | $800K | $800K | $0 | 7 | 0 |
| Nov 2017 | $0 | $0 | $0 | 7 | 0 |
| Jun 2017 | $0 | $0 | $0 | 7 | 0 |
| Jun 2017 | $0 | $0 | $0 | 7 | 0 |
DateSep 2025
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$4.4M
Discretionary$4.4M
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$3.3M
Discretionary$3.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees7
Clients0
DateJul 2022
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees6
Clients1
DateMar 2020
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees6
Clients1
DateNov 2019
Total AUM$921.9K
Discretionary$921.9K
Non-Disc.$0
Employees6
Clients2
DateApr 2019
Total AUM$921.9K
Discretionary$921.9K
Non-Disc.$0
Employees6
Clients2
DateMar 2019
Total AUM$921.9K
Discretionary$921.9K
Non-Disc.$0
Employees6
Clients2
DateOct 2018
Total AUM$800K
Discretionary$800K
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$800K
Discretionary$800K
Non-Disc.$0
Employees7
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0