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ANDREWS ADVISORY ASSOCIATES, LLC

HONOLULU, HI · CRD 118957 · IAPD ↗ · 808-521-4015

$268.6MRegulatory AUM
4Advisory reps
4Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ANDREWS ADVISORY ASSOCIATES, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — ANDREWS ADVISORY ASSOCIATES, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2025 — ANDREWS ADVISORY ASSOCIATES, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2024 — ANDREWS ADVISORY ASSOCIATES, LLC reported RAUM up 27% ($156.3M -> $198.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.