{
  "crd_number": 329201,
  "slug": "masuda-lehrman-wealth-329201",
  "primary_business_name": "MASUDA LEHRMAN WEALTH",
  "legal_name": "MASUDA LEHRMAN WEALTH LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-01-26",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-14",
  "carried_forward": false,
  "raum_total": 28370330.0,
  "raum_discretionary": 26186650.0,
  "raum_non_discretionary": 2183680.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 23175418.0,
      "count": 44
    },
    "high_net_worth_individuals": {
      "raum": 5194912.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "HI"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=61556228183654",
    "https://hawaiiadvisor.com",
    "https://instagram.com/dantheplanner",
    "https://linkedin.com/company/masuda-lehrman-wealth/about?viewAsMember=true",
    "https://masudalehrman.com",
    "https://masudalehrmanwealth.com",
    "https://youtube.com/@Hawaiiadvisor"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329201",
  "listing_state": "HI",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/masuda-lehrman-wealth-329201",
  "display_name": "Masuda Lehrman Wealth",
  "summary": "Masuda Lehrman Wealth is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.",
  "citation": "AdvisorCensus. Masuda Lehrman Wealth (CRD 329201): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Masuda Lehrman Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Masuda Lehrman Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Masuda Lehrman Wealth registered with the SEC or a state?",
      "a": "Masuda Lehrman Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329201."
    },
    {
      "q": "How much does Masuda Lehrman Wealth manage?",
      "a": "Masuda Lehrman Wealth reports $28,370,330 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (92% discretionary)."
    },
    {
      "q": "What types of clients does Masuda Lehrman Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44)."
    },
    {
      "q": "Does Masuda Lehrman Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329201"
    },
    {
      "q": "What changed in Masuda Lehrman Wealth's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $6,477,991 to $28,370,330 (+338%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $6,477,991 to $28,370,330 (+338%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/masuda-lehrman-wealth-329201.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 44,
      "fewer_than_5": false,
      "raum": 23175418.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 5194912.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329201",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}