# Honu Wealth Management

> Honu Wealth Management is an SEC-registered investment advisory firm in Sunnyvale, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 142563
- Filed as: HONU WEALTH MANAGEMENT
- Legal name: Williams, Garth Alan
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sunnyvale, CA
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142563
- AdvisorCensus page: https://advisorcensus.com/firm/honu-wealth-management-sunnyvale-ca-142563

## Quick answers

**How is Honu Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Honu Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Honu Wealth Management located?**
Honu Wealth Management's principal office is in Sunnyvale, CA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Honu Wealth Management registered with the SEC or a state?**
Honu Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 142563.

**How much does Honu Wealth Management manage?**
Honu Wealth Management reports $161,750,740 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**How have Honu Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Honu Wealth Management: Regulatory assets under management: $136,208,747 in the October 2025 data and $161,750,740 in the October 2026 data, up 19%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Honu Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (52); individuals (other than high net worth individuals) (28); corporations or other businesses not listed above (12).

**Which custodians does Honu Wealth Management use?**
Honu Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Honu Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142563

**Does Honu Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "We do not impose a minimum account size."

**What changed in Honu Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> We do not impose a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $161,750,740
- Discretionary: $160,979,943
- Non-discretionary: $770,797

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 28 | $7,597,916 |
| High net worth individuals | 52 | $139,611,332 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,966,116 |
| Charitable organizations | Fewer than 5 | $1,820,378 |
| Corporations or other businesses not listed above | 12 | $9,754,998 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, NH, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Cupertino, CA

### Websites listed on Form ADV (Item 1.I)
- honuwealth.com
- Facebook @Honuwealth
- LinkedIn @honuwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $136,208,747 | 4 | February 19, 2025 |
| October 2026 | $161,750,740 | 4 | July 16, 2026 |

Regulatory assets under management: $136,208,747 in the October 2025 data and $161,750,740 in the October 2026 data, up 19%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in OR.

### April 2026
- Regulatory assets under management went from $136,208,747 to $161,750,740 (+19%).
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Honu Wealth Management (CRD 142563): Form ADV filing data as of October 2026.