# Wealthjar Investment Advisory, LLC

> Wealthjar Investment Advisory, LLC is an SEC-registered investment advisory firm in Honolulu, HI, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 288484
- Filed as: WEALTHJAR INVESTMENT ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Honolulu, HI
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288484
- AdvisorCensus page: https://advisorcensus.com/firm/wealthjar-investment-advisory-llc-honolulu-hi-288484

## Quick answers

**How is Wealthjar Investment Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthjar Investment Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Wealthjar Investment Advisory, LLC located?**
Wealthjar Investment Advisory, LLC's principal office is in Honolulu, HI, according to its Form ADV; the May 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Wealthjar Investment Advisory, LLC registered with the SEC or a state?**
Wealthjar Investment Advisory, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288484.

**How much does Wealthjar Investment Advisory, LLC manage?**
Wealthjar Investment Advisory, LLC reports $6,433,752 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Wealthjar Investment Advisory, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthjar Investment Advisory, LLC: Regulatory assets under management: $2,012,944 in the October 2021 data and $6,433,752 in the October 2026 data, up 220%. Total employees: 6 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthjar Investment Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (46).

**Which custodians does Wealthjar Investment Advisory, LLC use?**
Wealthjar Investment Advisory, LLC'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 Wealthjar Investment Advisory, LLC 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/288484

**Does Wealthjar Investment Advisory, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 28, 2026 says: "Wealthjar does not have a minimum account size for opening up this type of account."

**What changed in Wealthjar Investment Advisory, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $5,334,279 to $6,433,752 (+21%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 28, 2026)

- Account minimum: None

> Wealthjar does not have a minimum account size for opening up this type of account.

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: $6,433,752
- Discretionary: $6,433,752
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 46 | $6,433,752 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 11 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Kahului,maui, HI
- Paso Robles, CA
- San Luis Obispo, CA

### Websites listed on Form ADV (Item 1.I)
- [mywealthjar.com](https://mywealthjar.com)
- Facebook @WEALTHJAR-344770662627256
- LinkedIn @WEALTHJAR

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,012,944 | 6 | September 28, 2021 |
| October 2022 | $2,973,624 | 7 | July 14, 2022 |
| October 2023 | $3,260,216 | 7 | September 26, 2023 |
| October 2024 | $4,403,040 | 9 | March 28, 2024 |
| October 2025 | $5,334,279 | 11 | March 26, 2025 |
| October 2026 | $6,433,752 | 11 | April 28, 2026 |

Regulatory assets under management: $2,012,944 in the October 2021 data and $6,433,752 in the October 2026 data, up 220%.
Total employees: 6 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $5,334,279 to $6,433,752 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthjar Investment Advisory, LLC (CRD 288484): Form ADV filing data as of October 2026.