| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie F. Rice, Ttee of the Bonnie F. Rice Trust Dated December 17, 1992 Control | Owner | Over 75% | 2018 |
| Bonnie Flower Rice Control | Cco/Owner | Over 75% | 2017 |
| The Rice Partnership, LLC Control | Sole Member | Over 75% | 2017 |
Wealthjar Investment Advisory, LLC reports $5.3 million in regulatory assets under management on its Form ADV.
Wealthjar Investment Advisory, LLC reports 11 employees.
Wealthjar Investment Advisory, LLC is based in Honolulu, HI and has been SEC-registered since 2017.
Wealthjar Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1099 Alakea St., Suite 2510, Honolulu, HI 96813 |
| Phone | (808) 585-7788 |
| Fax | (808) 585-7784 |
| Office hours | 6 a.m. - 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $5.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $5.3M |