# Masuda Lehrman Wealth

> 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.

- CRD: 329201
- Filed as: MASUDA LEHRMAN WEALTH
- Legal name: Masuda Lehrman Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Hawaii
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329201
- AdvisorCensus page: https://advisorcensus.com/firm/masuda-lehrman-wealth-329201

## Quick answers

**How is Masuda Lehrman Wealth compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Masuda Lehrman Wealth registered with the SEC or a state?**
Masuda Lehrman Wealth is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329201.

**How much does Masuda Lehrman Wealth manage?**
Masuda Lehrman Wealth reports $28,370,330 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (92% discretionary).

**What types of clients does Masuda Lehrman Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44).

**Does Masuda Lehrman Wealth report any disciplinary disclosures?**
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

**What changed in Masuda Lehrman Wealth's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $6,477,991 to $28,370,330 (+338%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,370,330
- Discretionary: $26,186,650
- Non-discretionary: $2,183,680

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $23,175,418 |
| High net worth individuals | Fewer than 5 | $5,194,912 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: HI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hawaiiadvisor.com
- masudalehrman.com
- masudalehrmanwealth.com
- Facebook facebook.com
- Instagram @dantheplanner
- LinkedIn @masuda-lehrman-wealth
- YouTube @Hawaiiadvisor

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $6,477,991 to $28,370,330 (+338%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Masuda Lehrman Wealth (CRD 329201): Form ADV filing data as of October 2026.